Boost Customer & Member Experience and Drive Wallet Share Growth
Introducing Credit Score and Balance Trend Quick Starts
Banks and Credit Unions are constantly seeking innovative methods to acquire, retain, and expand wallet share among their customers or members.
Imagine being able to leverage your existing backup data with Own to generate insights and campaigns that not only drive customer or member satisfaction, but also increase your institution’s revenue
Leveraging Own & Salesforce Data Cloud, Fortimize’s Credit Score and Balance Trend Quick Starts enable you to:
- Acquire new customers or members by understanding their preferences and needs.
- Retain current customers or members with personalized experiences.
- Expand business by identifying new opportunities.
How it Works:
Learn how our Fortimize and Own Data Cloud Quick Starts work.
COLLECT
Collect historical data from your backup data with Own such as periodic snapshots of credit score and account balances over time.
ANALYZE
Process and analyze your data using Salesforce Data Cloud to create calculated insights.
ACT
Implement strategies based on insights to enhance customer & member experience such as Next Best Action.
Why Data Cloud?
Salesforce Data Cloud is transforming what a data-driven strategy can achieve for Banks and Credit Unions. With access to trends and predictions, every employee is empowered to prioritize the customer or member. If you’re seeking to enrich your customer’s financial wellness and embark on the Al journey, let’s connect and discuss.
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