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Cross-sell

Tailored lead nurture campaigns to turn one-time customers into lifetime borrowers

A complete system for effective cross-selling

Track borrower behavior in real-time, no matter where it occurs within your financial institution. That information is then used to match borrowers with pre-built campaigns ready to launch at a moment’s notice, offering your consumers exactly what they’re looking for. Whether it be home equity loan products, auto loans or home mortgage loans, become your borrower’s preferred partner.

Cross-sell built specifically for financial institutions

Intuvo takes marketing automation far beyond traditional CRMs and MCIF systems with all the necessary components for effective cross-selling, including customizable reports and analytics. Once you’re set up, you’ll spend less than five hours a month managing the system on average. 

Turn one-time borrowers into lifetime customers

Intuvo’s marketing automation platform makes cross-sell an obvious next step, for both your staff and your borrowers. The system comes complete with: 

Decision Engine Optimization

Marketing automation

Real time integration

Borrower data analysis

Multi-channel marketing

Pre-built campaigns

Intelligent data sync

Campaign personalization

Detailed analytics

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Origence®… a new brand for the future of lending

 
For 25 years CU Direct has helped deliver a better digital lending experience, increase efficiencies, and fuel growth. With a vision to create the ultimate origination experience, we introduced a new brand for financial institution technology and solutions—Origence. Our new Origence website is where the journey begins…
 
 
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Join us for the Elevate Your Indirect Lending Webcast Series

 
You’re invited to an upcoming webcast series discussing best practices, refi solutions, outsourced loan processing options, and more topics that can help you elevate your indirect lending.
 
 
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