The Easiest-to-Close Leads are where your customers or members have a financial product with your competition when they would save money if they had it with you.
As with loans, your customers have more invested outside your institution than with you--and it is not always based on interest rate. Knowing where those deposits are is the first step in increasing your share of your customers' financial wallet.
Find out which of your business customers are using a competitor for cash management services. These are your customers. Why are they using the competition?
Your current loan book represents a fraction of all of the loans that your customers have outstanding. How much more growth could you achieve if you knew each loan that every one of your customers have?
For the Typical financial Institution, Nexus will identify and track 100s to Tens of Thousands of sales opportunities.
These opportunities are real--so real in fact that your customers are already getting them from the competition including:
Cash Management Services
Other financial products...