Making the use case actionable
Make the right strategic business decisions
Knowing which competitors your account holders are banking with, and what products they have with each competitor can help you make the right strategic decisions.
Evolve your products and services
Compete with more intensity by evolving your product offerings, marketing, sales approach and holistic strategy based on your customers first-party data.
Don't just evolve. Innovate. The competitors your customers are banking with can tell you a lot about what they are looking for. Discover who your true competitors are, how much money is leaving your bank, and where you are falling short.
Cross-sell the right products
Deploy competitive take-away campaigns, and improve the relevancy of your marketing by understanding the products your account holders have with your competitor - then deliver the right message at the right time to win their business in these areas.
Integrate data CRMs
Provide relationship managers with insights about customer’s held-away assets or the competing institutions to which they choose to send payments.