Skip to main content

It's All About The Relationship

Who We Are  Our Expertise  Clients Served  What Our Clients Say  Selected Case Histories  Published Articles  Our President  Contact Us   
$70 Billion Retail Bank > #1 Intl Real Estate Corp > $28 Billion National Savings Bank > $558 Billion International Insurance Corporation > $327 Billion National Thrift >  

$28 Billion National Savings Bank


     •  Increase retail bank cross-sell, and, ultimately, customer retention, from the mortgage unit



     •  Mortgage customer



     •  Automatic account opening and line of credit extended to newly approved mortgage customer



     •  Recommend concept, develop budget, manage costs and project

     •  Identify process to download customer-approved files on a weekly basis for telemarketing 

         and direct mail

     •  Manage telemarketing and direct mail program

     •  Obtain approvals from mortgage and retail bank business units to cross-sell products and release customer data internally to                    support program objectives

     •  Supervise program tracking, test-call scenarios

     •  Recommend and manage rollout process



     •  Increased cross-sell to retail bank by 17% at time of mortgage approval