Download Zoot’s white paper “Customer Intimacy: Connecting through Cross-Selling.”

A New View of the Customer
In today’s increasingly competitive market, how can financial services institutions (FSIs) enhance and deepen relationships with existing customers? Loyalty and trust is at an all-time low, and the cost of new customer acquisition continues to climb. It’s both cost-effective and part of an enduring customer relationship strategy to use optimized cross-sell technology to expand wallet share. At its best, cross-sell allows big banks to act like small, community banks by gaining a holistic customer view through every point of contact.

Timing Is Everything
Zoot’s innovative solution delivers this capability to leading institutions. Through its completely integrated automation, you can put the right product into the hands of the right customer at the right time. This means that lines of business need to share information and prioritize offers that are most relevant to that person at that time, and present and book the offer in realtime.

Do More with Less
Organic growth is easy through an enterprise cross-sell solution that seamlessly connects the credit decisioning and loan origination efforts of siloed lines of business. Not only is efficiency increased by sharing business rules, policies, and attributes that are common across the enterprise, but also by having a single connection to vendors, shared data, and a central offers repository.

In addition, a centralized system reduces maintenance costs and expedites updates to policies. Properly implemented, enterprise cross-sell pushes information out to various channels, making more offers possible without additional staff or time. At the same time, the customer receives better service by not being inundated with generic offers and by getting consistent, compliant information from everyone at the bank.

The Results
One financial institution broke even on their investment in Zoot’s enterprise cross-sell solution in less than 18 months; one line of business alone saved over $1 million; another increased volume 600 percent without additional staff; and time to decision applications was reduced from two weeks to two seconds. If your institution is ready to unify technology and business strategies to increase revenues, improve efficiency, secure compliance, and revitalize customer loyalty, call Zoot at (406) 556-7555. Our dedicated team of experts can tailor an enterprise cross-sell solution to your unique needs.

Contact Zoot at (406) 556-7555 or fill out our information request form today!