The best way for a bank or credit union to figure out what to sell and tell to a customer


What the Afiniate InsightEngine™ does

Discovers opportunities to cross-sell, up-sell, deep-sell and market to your existing customers
 
Matches customers to your products and services in ways that help them better manage their financial resources and achieve their personal financial goals

Alerts you of these opportunities to engage with your customers in ways that compels them to act on your offers, and that generates increased customer satisfaction

Benefits InsightEngine™ Provides

Uncover hidden opportunities to up-sell, cross-sell, deep-sell and out-reach to individual customers

Fine tune your marketing and sales campaigns

Uncover "holes" in your product & service offerings

Detect customer trends, and identify "high-value/low-value" customer segments

Identify opportunities to help your customers achieve their financial goals

Improves customer retention through active customer engagements

How do you currently engage with your customer, Angelina Anders?

How do you currently decide which specific products and services you will tell her about?

How do you market and sell your offerings to customers like her? 

How are your resource bankers going to engage with a customer in ways that cause them to take action, and increases their affinity to your bank?


This is how InsightEngine™ would help...

Discover

While securely processing your customers’ demographic and financial transaction data, InsightEngine™ discovers that Angelina...
  • Is 22 years old
  • Changed her address of four years from State College, PA to New York City
  • Has a Visa credit card with a $500 credit limit cosigned by her parents
  • Has a basic checking account with a debit card
  • Recently started direct depositing bi-monthly $1667.06 checks
RESULT: 
InsightEngine™ discovered that Angelina recently left college to start a new full-time job that nets her ~$40,000 per year income.

Match

InsightEngine™ matches the information that has been discovered about Angelina against criteria about your product and service offerings, and determines that she...
  • Should open an interest-bearing savings account
  • Should open an individual retirement account (IRA)
  • Is a highly qualified candidate for a non-cosigned Visa with a $2500 credit limit
  • Is also qualified for a  $15000 new car loan.  
RESULT: 
InsightEngine™ matched Angelina to the offerings that she is likely to buy from you, based on the demographic and financial transaction history that you already had about her.

Alert

InsightEngine™ sends relevant information about Angelina and the offers that should be extended to her to the relationship bankers in the savings, IRA, credit card and new car loan business units of your bank. 

The appropriate point(s) of contact can now initiate action and engage seamlessly with Angelina via the existing sales and marketing systems and processes that you already have in place.

RESULT: 
InsightEngine™ allowed you to present a customer with the exact offers that she would be interesting in purchasing from you, increasing your revenues AND decreasing your sales and marketing costs. 

Simultaneously, you improved your customer's ability to achieve her financial goals, and her overall satisfaction with the services you provide to her.

You can also use the same information from InsightEngine™  to inform your marketing, sales and customer communications strategies, as well as your product & service development efforts.   
Run InsightEngine™ across all your financial transaction & demographic data, and make banking better for you and for all your customers.