Financial institutions too often rely on antiquated lead management. Bring your system into the 21st century with this solution, and never lose another lead.
It’s time for lead management to get a makeover.
Why? So glad you asked.
As it stands today, over 70% of leads at financial institutions wind up falling through the cracks, leaving dollars on the table and hurting the bottom line.
Not only that, but with the current lack of visibility many credit unions have into their lead process comes the very real risk of redlining. If you’re unfamiliar with the term, this is when a financial institution refuses to lend to a particular demographic. The consequences of this range from fines to branch closures and banned M&As.
Clearly, the lead management process isn’t what it should be.
However, we’ve got good news. CRMNEXT is your answer to all these problems, and then some.
With omnichannel interactions, auto assignments, and personalization to grow the relationship, we’re changing the way leads are thought about.
Our lead management process provides service level escalations for every single lead, ensuring full transparency into follow-up and response time. If the lead goes unworked, it will be transferred to management, not swept under the rug. (Phew, goodbye redlining!)
It’s time to say goodbye to the chaos and stress of leads from the past and say hello to CRMNEXT.
If you’re ready to drive growth, simplify work, and increase productivity, look no further.
It’s time to say goodbye to the chaos and stress of the lead management of the past and say hello to CRMNEXT. Watch the video below to see how your organization can simplify work, increase productivity, and drive growth: