Retail Banking

Use Cases

bank-circle

Sales

Customer Journey Stage
Converting insurance/loan/credit card/ other product application into a sale, setting up F2F/call appointments to discuss questions where necessary.

Key Performance Indicators

  • Warm lead sales conversion
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Enquire with potential customers as to why they didn’t purchase after a quote (cost, features, other).

Key Performance Indicators

  • Refine product offering
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