Use Cases
Customer Personalization:
Connect360 empowers banks to deliver tailored experiences by leveraging customer profiling, multi-platform data sync, and a customer 360 dashboard.
Prioritize Leads:
For banks, prioritizing leads and optimizing conversion rates are crucial for revenue growth. A tailored Connect360 solution can streamline lead management and increase conversion chances.
Sales Prospects:
Connect360 offers features like activity trackers and lead management dashboards to optimize prospecting efforts. Connect360 also facilitates collaboration among sales teams.
Manage Sales Teams:
Connect360 empowers banks to effectively manage sales teams by providing scorecards for performance evaluation, mentorship and coaching programs.
Analyze Sales Cycle:
Understanding and optimizing sales cycles is crucial for revenue growth. Connect360, powered by analytics, enables effective analysis and data-driven decisions.
Onboard Customers:
Efficiently onboarding new clients is crucial in the competitive banking industry. Connect360 revolutionizes client onboarding by leveraging lead capture.
Track Churn:
For all financial institutions, tracking churn and managing customer retention is crucial for growth and profitability. Connect360 equips banks with powerful features.
Banking Insights:
Connect360, equipped with customer profiling and integration capability with BI tools, helps banks uncover insights for personalized experiences and decision making.
Proactive Service:
Exceptional customer service is crucial for loyalty and satisfaction. Connect360 for banks provides advanced insights, dashboards, and reports for proactive customer service.
CLTV Calculation:
By analyzing transaction data, customer behavior, and profitability metrics, Connect360 predicts the potential value each customer will generate over their relationship.
Cash Optimization:
Efficient cash management is crucial in the banking industry to maximize operational efficiency and ensure customer satisfaction. Connect360, with AI predictive models.
Monitor Dashboards:
Our product’s dynamic and advanced reports and dashboards are powerful tools that empower businesses with comprehensive insights and visualizations.