Prioritized Lead Lists

Identify the Next Best Opportunity

Automatically populate prioritized contact lists based on business goals and empower your teams to have more efficient, meaningful engagements with each customer.
Increase app conversions

Increase application conversions

Tailor your dashboard based on organizational priorities

Categorize and prioritize leads with inclusion and exclusion rules to ensure customer-facing teams always engage the highest value opportunities.

Simplified follow-ups

Use Focused View to access all customer information, call notes, and communication history, then create prioritized lists for customer-facing teams to re-engage.

Centralize and optimize outreach

Log calls, set up follow-up tasks and frequency, and send email communications from one seamless tool.

Surface high-potential opportunities

Leverage data and insights to drive productivity

Capitalize on activity alerts, listing insights, refinancing opportunities, and new lead prioritization.

Accelerate conversions

Enable time-sensitive follow–ups for things like incomplete applications, pre-approval expirations, and incomplete appraisals.

Save time and effort

Automatically build call lists for loan officers and relationship managers based on high-priority business goals.

Focused view brings high intent opportunities to the top

Close gaps in the customer journey

Automate lead and contact prioritization

Prevent your best opportunities from falling through the cracks by harnessing contact data and customer intelligence insights.

Reduce administrative gridlock

Get your customer-facing teams back to what they do best—building relationships—instead of forcing them to hunt through the database for opportunities or manually build lists.

Align sales and marketing

Give your relationship managers access to each contact’s communication history so they can provide consistent, personalized experiences.

See it in action

How We're Different

Go beyond data to understand customer intent

360-degree customer view

Access complete contact profiles from a single platform to increase engagement at precisely the right time in a customer’s unique financial journey.

TrueIntent insights

Understand where consumers are in their financial journeys with foundational CRM, behavioral, and motivational data.

Segmentation

Segment your contact lists to deliver tailored messaging in every campaign.

Prioritized lead & contact lists

Engage critical contacts at the right time without hunting through your database.

Always-on nurture

Develop relationships with customers even if they don’t have a need for your products today.

Multichannel campaigns

Meet customers where they are with tailored campaigns across print, direct mail, email, SMS, and social media.

Digital content & social media

Connect with customers on their schedule with dedicated tools and content for your website, landing pages, and social channels.

Co-marketing campaigns

Increase referrals with integrated co-marketing campaigns that expose your brand to new audiences.

Reporting & dashboards

Track campaign performance, analyze what works, and identify gaps to boost ROI.

See how it works! Request a demo

A single view for every lead

Purpose-built CRM

Leverage a powerful platform that’s designed specifically for financial institutions—so you can see everything you need to know about contacts and nothing you don’t.

 

Dynamic dashboards

See, sort, and segment contacts based on omnichannel engagements, foundational data, and contact history.

 

One-click communication

Trigger multichannel messaging, create follow-up reminders, and track tasks without switching apps or juggling tabs.

Prioritize high-touch engagements

Stop playing cold call roulette

Use Focused View to prioritize the leads that are most likely to convert, resulting in a proven 10% lift in applications.

 

Tailor your dashboard based on organizational priorities

Categorize and prioritize leads with inclusion and exclusion rules to ensure customer-facing teams always engage the highest value opportunities.

 

More impactful interactions

Give your sales team access to each contact’s communication history so they can provide a consistent, personalized experience.

Drive better business outcomes

Stop playing cold call roulette

Use Focused View to prioritize the leads that are most likely to convert, resulting in a proven 10% lift in applications.

 

Tailor your dashboard based on organizational priorities

Categorize and prioritize leads with inclusion and exclusion rules to ensure customer-facing teams always engage the highest value opportunities.

 

More impactful interactions

Give your sales team access to each contact’s communication history so they can provide a consistent, personalized experience.

Increase application conversions

Surface high-potential opportunities

Close gaps in the customer journey

Tailor your dashboard based on organizational priorities

Categorize and prioritize leads with inclusion and exclusion rules to ensure customer-facing teams always engage the highest value opportunities.

 

Simplified follow-ups

Use Focused View to access all customer information, call notes, and communication history, then create prioritized lists for customer-facing teams to re-engage.

 

Centralize and optimize outreach

Log calls, set up follow-up tasks and frequency, and send email communications from one seamless tool.

Leverage data and insights to drive productivity

Capitalize on activity alerts, listing insights, refinancing opportunities, and new lead prioritization.

 

Accelerate conversions

Enable time-sensitive follow–ups for things like incomplete applications, pre-approval expirations, and incomplete appraisals.

 

Save time and effort

Automatically build call lists for loan officers and relationship managers based on high-priority business goals.

Automate lead and contact prioritization

Prevent your best opportunities from falling through the cracks by harnessing contact data and customer intelligence insights.

 

Reduce administrative gridlock

Get your customer-facing teams back to what they do best—building relationships—instead of forcing them to hunt through the database for opportunities or manually build lists.

 

Align sales and marketing

Give your relationship managers access to each contact’s communication history so they can provide consistent, personalized experiences.