$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