The Lender’s Guide to Life Event Engagement
December 6, 2023
Mortgage lenders can generate more loans and build lifelong relationships by identifying opportunities to guide and support customers through major life events.
Insights on driving ROI and digital transformation
Mortgage lenders can generate more loans and build lifelong relationships by identifying opportunities to guide and support customers through major life events.
Insurance agencies and brokers can address policyholder needs and build lifelong relationships by identifying and supporting clients through life events.
Banks and credit unions can deepen relationships and drive sustainable growth by identifying opportunities to guide and support consumers through major life events.
Financial services organizations can drive loyalty—and revenue—by supporting and guiding customers through major life events.
Ironically for its importance, “cross-selling” has a checkered past in banking. When pursued by institutions in the wrong way, it has often done more damage than good. So, what’s new today due to advances in technology?
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