Case Study

How do you confidently cross-sell in real-time, at the point of sale?

How do you confidently cross-sell in real-time, at the point of sale?

Pages 3 Pages

Equifax Prescreen of One U.S. INFORMATION SOLUTIONS case study Challenge: Optimizing Account Profitability How do you confidently cross-sell in real-time, at the point of sale? In an ever-tightening regulatory environment with diminished fee opportunities, retail banks need efficient, new paths to revenue. One straightforward option is to maximize account values from the start by increasing transactor/savings/borrower penetration with better cross- selling at account opening. However, there is a rub. At that pivotal moment when interested customers are sitting in front of you, how do you quickly access and assimilate the accurate, real-time credit insight you need to confidently extend the right offers to the right customers? It’s a big issue faced by retail banks of all sizes, as th

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