Medium-high principality score
Posted: Sun Apr 20, 2025 4:52 am
Customers with a medium-high score already have a relevant relationship with the bank, but there is still room to strengthen this bond.
For example, a client who keeps their salary in the account, uses a credit card and invests, but still carries out some operations in other institutions.
This indicates that the bank is one of the main choices, but not greece mobile database only one, presenting opportunities to consolidate the relationship and increase profitability.
CRM Actions
With a focus on profitability, CRM actions for customers with a medium-high score should prioritize strategies that maximize engagement and encourage a greater volume of transactions and investments.
Upsell and cross-sell recommendations
Encouraging customers to upgrade to higher-value products is an effective way to increase their financial leverage.
An example would be offering a premium credit card with exclusive benefits such as access to VIP airport lounges or high cashback. In addition, offering more sophisticated product options, such as exclusive investments, can attract even more transactions.
Personalized investment offers
Personalizing investment opportunities is a strategy that combines retention and profitability. Analyzing the customer profile to recommend financial products with good rates and suited to their goals helps create a differentiated experience and builds trust.
Products such as premium fixed income funds, shares or private pensions can strengthen the relationship and encourage the client to focus their financial life on the institution.
For example, a client who keeps their salary in the account, uses a credit card and invests, but still carries out some operations in other institutions.
This indicates that the bank is one of the main choices, but not greece mobile database only one, presenting opportunities to consolidate the relationship and increase profitability.
CRM Actions
With a focus on profitability, CRM actions for customers with a medium-high score should prioritize strategies that maximize engagement and encourage a greater volume of transactions and investments.
Upsell and cross-sell recommendations
Encouraging customers to upgrade to higher-value products is an effective way to increase their financial leverage.
An example would be offering a premium credit card with exclusive benefits such as access to VIP airport lounges or high cashback. In addition, offering more sophisticated product options, such as exclusive investments, can attract even more transactions.
Personalized investment offers
Personalizing investment opportunities is a strategy that combines retention and profitability. Analyzing the customer profile to recommend financial products with good rates and suited to their goals helps create a differentiated experience and builds trust.
Products such as premium fixed income funds, shares or private pensions can strengthen the relationship and encourage the client to focus their financial life on the institution.