Micronotes® Cross-Sell™ for Digital Channels from Fiserv can help your institution improve cross-selling results by conducting sales interviews where your customers are banking – online.
As the popularity of Internet and mobile banking continues to grow, opportunities for in-branch sales conversations are at an all-time low. New cross-selling strategies are needed to help financial institutions replace that one-on-one interaction with customers.
Deepening relationships with existing customers is the most efficient way to achieve growth, yet realizing the full potential of cross-selling has been difficult for most financial institutions. Micronotes Cross-Sell for Digital Channels from Fiserv creates a new opportunity to reach customers in a personal, direct, individualized way via today's most widely used channels.
Through intelligent questions tailored to discover individual customer situations and preferences, Micronotes Cross-Sell automatically offers appropriate products and services and quickly qualifies customers for follow-up, conversion and retargeting. And by asking the questions during active banking sessions and at logout the solution boosts the likelihood that customers will interact.
How It Works