5 Stages of Omni-Channel Offer Presentment

     

Improve Sales Effectiveness Through Omnichannel Offer Presentment

5 Stages of Omni-Channel Offer Presentment

Customers are demanding more from their banks. Despite investments in digital customer experience, many banks are falling short of customers' high expectations, primarily because often fall short in delivering a true "win-win" value proposition for both the customer and the bank.

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Relay Offer

5 Stages of Omni-Channel Offer Presentment

Can your bank relay a personalized offer consistently across all relevant channels?

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Record Offer

Record Offer

Can your bank track that an offer was made to a particular customer in any channel (including branch) and the resulting action or non-action?

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Retarget Offer

Retarget Offer

Can your bank re-offer a product or service your customer has been researching or considering in all relevant channels?

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Refine Offer

Refine Offer

Can your bank refine an offer made to a customer that they do not accept – either by adjusting pricing, product terms & conditions, or product type?

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Recalculate Offer

Recalculate Offer

Can your bank automatically recalculate an
offer to a customer – either proactively or reactively –
if they do not react to an extended offer?

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View the webinar: 5 Stages of Omni-Channel Offer Presentment

This webinar will cover:

  1. The 3 mistakes most banks make that keep them underperforming in customer acquisition

  2. The 1 assumption you may be making that will keep your bank from being competitive in the next 3 - 5 years

  3. Why the "conventional wisdom" around marketing segmentation is holding back the return on your technology investments

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About The Author

FRANK H BRIA is a leading authority in using data and analytics to improve the customer experience in retail banking.