Is your website really a sales tool that’s available 24/7/365?
By Alan Buhler, CoreTrac Executive VP
…I mean, really! Or, is it just a place to share information about your products and services? Financial institutions should be making their website an actual sales tool that will generate actionable leads that are completely trackable from opportunity creation, to booking the production.
Most people today expect near-instant gratification. Many of the interactions your clients have with your financial institution are through your website and other online assets, both during and after business hours. The overwhelming attraction of multi-channel eRelationship solutions is that they provide 24/7/365 online sales & service capabilities that automate the process so that the inquiries arrive directly with no delay or double handling, and they are tracked all the way through production, as well as automatic post production onboarding follow-up.
The business of building multi-channel eRelationships is serious business! You must use tools designed to centralize client information that will help you run your business more effectively, making the most of the data available for intelligent product recommendations, quality onboarding capabilities, comprehensive FAQ functionality, effective outbound email campaign distribution, and sales tracking automation for an all-encompassing relationship with your clients.
The time has come to make a serious effort to effectively engage clients across every channel—website, email, social media, mobile, and others—to leverage intelligent data to build strong, lasting relationships with every one of your prospects and clients.