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Use Case
Growth

Execute Even the Most Complex Cross-Product Packages or Bundles to Increase Cross-Sales and Drive Retention

Challenge

Customer development represents a significant economic opportunity. Your bank manages a piece of each customer’s financial life--but not all of it. Desirable and profitable portions of your customers’ wallets are in the hands of other financial institutions.This situation reduces per customer profitability while increasing customer attrition risk.

Solution

Define relationship packages and product bundles with features and benefits designed to incent current customers to bring more share of wallet to your bank, including incremental products, balances and transactions.

Result

Zafin automates execution of even the most complex relationship packages and product bundles. Define packages that use balances, transactions and other measurable behaviors from any combination of products to create motivating benefits that incent the customer behaviors you desire. Customer benefits can include rate bonuses, fee waivers, cash, loyalty points rewards, and more.

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