Catalyze your growth with our innovative features
Catalyze your
growth with
our innovative
features
FEATURES
Customer 360
Get a 360-degree view of each individual customer or account with our Customer 360 feature. It gathers data from multiple sources, compiles
it in one place, and presents it in an easy-to-consume manner, providing every user of the product with an in-depth view of a customer’s account history and preferences.
Cash Optimization
Our Cash Optimization feature uses AI models and your cash history logs to create accurate predictions for cash demand by branch, helping the bank optimize cash usage and address any shortages or surpluses.
Campaigns
From retention to selling a new credit card, all initiatives require
a campaign management dashboard to run from. Our Campaigns module allows you to add the list of recipients, outline the purpose of the campaign, and assign it to relevant resources within your team.
Cross-sell & Next Best Offer
Interception at the right time is important, but it is also vital to sell the right thing to the right customer. Our AI tools work hard to suggest the next best offer for each customer, increasing the chances of successfully cross-selling a desired product.
Location Intelligence
Use our cutting-edge Location Intelligence module to detect untapped businesses near your bank’s branch. Create campaigns and leads to attract new clients in the most effective way.
Lead Capture
Whether you want to generate new leads or create a lead from an existing customer, our Lead Capture module has you covered. Coupled with Customer 360 and Customer Profiling, it provides an expansive view
of your customers and helps you decide which lead angle to pursue.
Data analytics
Understanding and optimizing sales cycles is crucial for revenue growth. Connect360, powered by analytics, enables effective analysis and
data-driven decision-making. The data can be viewed through detailed product reports and dashboards.
Use Cases
Customer
Personalization
Connect360 empowers banks to deliver tailored experiences by leveraging customer profiling, multi-platform data synchronization,
and a Customer 360 dashboard.
Manage Cash Flow and
Prevent Cash Loss
Predict Customer
Lifetime Value
Connect360 offers features such as activity trackers and lead management dashboards to optimize prospecting efforts. It also facilitates collaboration among sales teams.
Track And Prevent
Attrition
For all financial institutions, tracking churn and managing customer retention are crucial for growth and profitability. Connect360 equips banks with powerful features
to address these needs.
Prioritize High Value
Customers
For banks, prioritizing leads and optimizing conversion rates are crucial for revenue growth.
A tailored Connect360 solution can streamline lead management and enhance
conversion opportunities.
Run Auto-Triggered Campaigns
To Reduce Dormancy
Efficiently onboarding new clients is crucial
in the competitive banking industry. Connect360 revolutionizes client
onboarding by leveraging advanced lead capture techniques.
Explore More
Campaign Management
Manage campaigns efficiently. Add client details, assign resources, and track progress easily.
Daily Activity Report
Uncover sales patterns and opportunities. Track lead performance and identify top performers.
Performance Management
Monitor sales targets and performance. Analyze new clients onboarded, deposit trends, and cross-sell opportunities.
Cash Optimization
Predict cash demand branch-wise. Optimize cash usage and address shortages or surpluses effectively.
Mentorship & Training
Stay updated on team performance. Measure performance against targets and provide mentorship and training as needed.
Branch Management
Efficiently manage branches and activities. Gain visibility into branch productivity and growth trajectory.
About Connect360
Connect360 is a platform that aims to transform how banks leverage their data, improve operational efficiencies, implement customer-centric strategies, and ultimately achieve sustainable growth in todays’ fast paced banking industry.
Contact Information
- Stamford, Soundview Plaza, Suite 700R, 1266 E Main St. Stamford Connecticut 06902
- +1 416 8068501
- info@connect360.tenx.ai