Onboarding & Cross-Selling Automation for Financial Institutions
Financial marketing can be a complex operation, with numerous touchpoints, goals, and workflows. That said, not every action or detail requires your full attention.
Connect by Main Street uses conditional logic and workflow automation tools to help you onboard, communicate, or cross-sell automatically. Manage campaigns across multiple channels or easily create your own account holder journeys without advanced setup.
Process Automation Features
Process Automation FAQs
Connect uses conditional logic and time/event-based triggers to automate outreach and education. Inform new accountholders about your mobile banking services, or turn a new savings account into a mortgage opportunity with a cross-sell email. It’s as easy as that.
Connect makes it easy to set up a print alternative for every digital communication you send. No email on file? No problem. Connect can automatically order, print, and ship a postcard instead. Can your current automated marketing platform do that?
By combining accountholder data with time- and event-based triggers, Connect can use account balance information to suggest a savings account to one audience or the remaining balance on a mortgage to recommend a HELOC loan. Cross-selling is a breeze.
Take Back Your Time with Process Automation through Connect
You and your team have better things to do. Connect automates repetitive tasks and uses data to spot ripe opportunities. Invest more time in your institution and your community with Connect by Main Street.
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