January 4, 2008 Maximize member interactions and make the most of cross-selling opportunities. This revenue-generating product delivers the information to your staff's desktops, giving them the best tools to successfully cross-sell the right products to the right member. Perfect in the branch and in a call center as a quick referral and lead generation solution because the cross-sell information is displayed as quickly as the account is identified. Even during quick interactions, there is always enough time to make a meaningful suggestion to the member.
This Episys add-on feature will build staff confidence and member satisfaction, with many unique functions and benefits:
- Incorporate all established product parameters and prequalifications
- Automate sales tracking
- Refinance loans and credit cards that members have with your competitors
- Cross-sell shares, IRAs and investment services
- Generate additional interest income
"Account Cross Sell is an effective tool in increasing product penetration ratios at the credit unions that implement it to support sales culture development. We have cross-sold over 1,000 products and services every month so far. Our sales efforts have increased significantly in the past six months by increasing our product and service ratio from 2.90 products per member to 3.11! The ease of training for this product was great and the process was very smooth thanks to a wonderful team at Synergent."
- Susie Lang-Thibeault
Operations Support Specialist, NorState Federal Credit Union, Madawaska, ME
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