More Leads, Faster

Micronotes Cross-Sell™ technology radically improves the productivity of bank cross-sell efforts by leveraging the online banking platform to interview customers and deliver individually tailored promotions on financial products without interfering with core banking functions.

Invitation to Interact at Online Banking Logout

• Our digital cross-sell technolgy is initiated at online banking logout-- much like a post logout advertisement commonly used by Financial Institutions.
• The consumer is presented with a "next best product" tile and an invitation to MicroInterview with the bank to receive a customized promotion.

Discover Customers' Needs and Preferences in a Short MicroInterview

• Customer answers 2-3 questions about her financial product needs and preferences and selects her promotion preference.
• Micronotes then emails the requested promotion to the customer
• Nurtures the lead with a reminder email as the expiration date approaches.

Campaign Reports Allow Financial Institutions to Analyze Results and Follow-Up

• Micronotes reports on leads generated by segment to the Financial Institution for analysis
• Follow-up in order to close the sale through other contact points like phone, ATM, online banking, and in branch visits.