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It's All About The Relationship

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$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


  OBJECTIVE

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

 

  TARGET

     •  Mortgage customer

 

  SOLUTION

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

 

  PROGRAM OVERVIEW

     •  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

 

 RESULTS

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