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Cross-Sell Overdraft Protection Products Example


Business Issue
A Financial Services Company needs to garner additional sales from their current client base. They need to be able to provide relevant information to build trust and value in order to cross-sell product lines. They want to implement specific targeting strategies, vs. a mass-market approach, to save money on their marketing programs.

Objective
Offer relevant advice to deepen customer relationships and generate revenue through overdraft protection products in order to gain a greater share-of-wallet.

Implementation
Customers who do not have overdraft protection, and whose balance drops below a predetermined customer amount, will receive an opportune message alert on their desktop advising them of their balance and educating them about overdraft protection.

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