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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…
 
 
Continue to Origence

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