FI Dashboard for Automated Cross-Selling

Successful marketing thrives on speed and intelligence.

OurCashFlow offers an FI Dashboard that analyzes customer data, automates the preparation and delivery of cross-sell messages, and measures the effectiveness of campaigns. Now financial institutions can leverage a holistic view of customers’ accounts to drive new revenue more efficiently than ever.

• Increase wallet share
• Generate intelligent campaigns
• Automate delivery
• Track campaign effectiveness

Our PFM platform captures enriched data about end users’ assets, accounts, transactions, budgets, savings goals and spending activity. The FI Dashboard organizes and analyzes the information to help financial institutions tailor their offers and advice, ensuring they reach the right customers at the right time. The software also tracks how many customers view a promotional message and how many click through to respond.

An online wizard guides users through the steps required to create a new campaign. Advertising schedules and messages are defined along with the criteria to trigger a promotion. For example, a marketing manager could instruct OurCashFlow to send a weekly message during April that promotes a CD to savings account holders with balances over $10,000. Or they could send a one-time message during the first week of May that offers private banking services to customers whose net worth exceeds $500,000.

Promotional messages can be set up for delivery via email, text message, pop-up or dashboard alert. OurCashFlow tracks how many end-users view each message and the number who click through for more information, validating reach and response rates for every campaign.

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