Credit Union Cross Sell Software
Remember the old adage that if you don’t take care of your customer someone else will? This is precisely why Sharetec created its Cross Selling tool. With all the electronic communications today, your members are being pitched by a financial competitor multiple times a week. Now, you can fight back and secure your member by using Sharetec Cross Selling to define products and services you want to promote to qualifying members. Hopefully you caught that last part – Qualifying Members. When a member qualifies for a product or service based on your defined qualification parameters, a Cross Selling window appears in the transaction screen displaying those products and services you previously felt were important to promote. If the member doesn’t qualify for anything, no such window appears. Can you imagine how many services you will sell now that you know the member qualifies prior to promoting them? By the way, if you compensate your team for their success, Sharetec meticulously tracks all promotions and successful sales by user so when bonus time arrives the right person is rewarded.
- Teller Workspace
- Lending Workspace
- Accounting Workspace
- Back Office Workspace
- Reporting Workspace
