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New Sales Servicing Cross Sales  
Cross Sales :
Increase revenue with advertisement in reminders
Advantages :
  • No setup fee.
  • Low overhead with no integration required – uploads list of customers in excel and downloads real time logs.
  • Dramatically lower cost and low set up time in weeks.
  • Live connects to call center.
  • Welcome to Bank Cross Selling demo.
    Installment No
    Loan Amount
    Loan Account Num
    Due Date
    Payment Agent Number
    Loan Agent Number
    Mobile No
    Problem Solution Impact
    A Cooperative bank operating in rural area had been facing increasing competition and the revenue from existing customers had stagnated. The bank collected the name, phone number, due date, due amount and a product recommendation of customers, created a personalized IVR in couple of hours on our website, and scheduled monthly calls to the customers. Customers could get monthly reminders on payment, listen to the infomercial on new product and press 1 to talk with call center if interested. The bank dramatically improved the new products’ exposure and sales from the existing customers. It also impressed customers with its tech savviness.
    Live Chat Live Help Software for Website
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