Insight Center Resources

Industry knowledge to help you grow your business

Turnkey Trigger-Based Solution Delivers Mortgage and Auto Loan Hot Leads to Bank’s Front Door

A portfolio analysis revealed missed mortgage loan cross-sell opportunities for First American Bank.

AcquisitionCX™ monitored three main credit bureaus and notified the bank within 24 hours of when their customers apply for mortgage loans with competitors. First American Bank acted by extending personalized mortgage offers to creditworthy customers via multiple channels.

First-year results delivered more than eight percent response and over $22 million.



Harland Clarke Corp. is a leading provider of best-in-class integrated payment solutions and marketing services, serving multiple industries including financial services, retail, healthcare, insurance, and telecommunications.

15955 La Cantera Parkway • San Antonio, TX 78256

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