Engaging account holders in needs-based conversations about their financial plans and situations can and does unlock a treasure trove of cross-sell opportunities. Uncovering the needs of account holders who are looking to plan for retirement, seeking a new set of wheels, hoping to put a son or daughter through college and more can be ascertained in just minutes.
Fewer branches translate to fewer face-to-face interactions with account holders, leading to further migration from the physical branch to digital channels. While online, mobile and the contact center are important to overall customer experience, fewer branches mean the frontline staff has an even larger impact — for better or worse.
With Yext you can get the right information to the right audience at the right time. In addition, Yext empowers you and your team with the ability to share a great new account holder experience across the web and on Facebook, promote time-sensitive marketing campaigns and ensure you're discoverable when prospects search "loan near me" or "new credit card".