As customers use your Engagement Banking Platform, meet them at the moments that matter with personalized recommendations for additional insurance products or other products & services.
Targeted consumer outreach
Use meaningful consumer insights and data to build targeted sales outreach lists for new products. For instance, build a list of all applicants approved for a mortgage and send them a recommendation for home insurance via email or SMS.
Our software seamlessly integrates with your CRM, allowing you to automatically push all the consumer data into your CRM for even greater efficiency.
Integration with other financial products
Integrate with your other lending or financial products, like auto loans or mortgages, offering customers one complete financial services experience.