Find the best candidates within your customer database to cross-sell specific products; identify the most valuable customers at risk of draining deposits and/or leaving the bank.
Build traffic and sales when opening a new branch, moving or remodeling an existing office, or for a location that needs to have extra sales support.
Retain as many customers and deposits as possible during a merger/acquisition, and reduce the amount of branch staff time required to answer questions from concerned customers by effectively communicating with new customers before, during, and after the consolidation.
Improve customer profitability by retaining top customer segments, moving others up the value chain, and reducing the drain of lower segments.
Increase fee income and share of wallet among the affluent segment by promoting investment management and/or trust services.