Cross-selling and upselling for banks – revealing customer potential

Precise, AI-based segmentation provides you with valuable insights into your customers’ potential. These insights help you to strategically determine the level of support required and to manage the use of resources in a targeted manner. The BSI element “Customer segmentation” thus serves as the basis for suitable next best products and more targeted customer support.

Your customers send valuable signals every day – you just have to notice them. With the event-triggered marketing element, you can analyze bank transactions in real time, identify relevant behavior patterns and use them as triggers for targeted actions. This results in highly relevant CX stories that have an impact at exactly the right moment, from the signal to the campaign, including evaluation.

Reach your customers exactly where they are: in the app or in e-banking. With the BSI teaser element, you can create and control targeted teasers, pop-ups and banners for maximum relevance, more interaction, and better conversion.

Many consultants know their customers—but not their full potential. Our cross-selling element shows you product groups, current status and recommended target products at a glance. This allows you to immediately see what is missing and where you can provide targeted advice.

In combination with the lead management element, cross-selling becomes an active process: As soon as a customer shows interest in products on one channel, suitable leads are automatically created and the customer consultant receives a notification about the “next best customer” at the right time. This not only increases the closing rate, but also strengthens customer loyalty in the long term.

You don't have to ask your customers what they need – their data shows you. The BSI element “Next Best Product” creates intelligent clusters and potential scores and provides you with tailored recommendations for each segment. This allows you to provide more targeted, relevant and efficient advice.