Micronotes.ai Logo
  • What We Do
  • How We Do It
  • Products
  • Who We Are
  • Blog
  • Request A Demo
  • Log In
Micronotes.ai Logo
  • What We Do
  • How We Do It
  • Products
  • Who We Are
  • Blog
  • Request A Demo
  • Log In
  • What We Do
  • How We Do It
  • Products
  • Who We Are
  • Blog
  • Request A Demo
  • Log In
Micronotes.ai Logo
  • What We Do
  • How We Do It
  • Products
  • Who We Are
  • Blog
  • Request A Demo
  • Log In
Blog
Home Blog Helping Bankers Go from Engagement to Sales
Blog

Helping Bankers Go from Engagement to Sales

micronotes_admin July 12, 2019 0 Comments

By Christian Klacko, Cofounder and COO, Micronotes

There are almost as many different ways for a financial institution to use artificial intelligence machine learning to connect with their digital users as there are banks and credit unions in the United States.

When it comes to connecting with customers who seldom visit branches, it’s essential to realize that the online and mobile engagements between bankers and their digital users—which, for some larger institutions, can number in the thousands per month—likely never would have happened if they required a branch visit.

In a recent post, we looked at how some of our banking clients are using Micronotes to connect with their digital banking users and generate a healthy number of leads from the campaigns they run.

Here are a couple of newer Micronotes clients that are off to great starts not only generating leads but driving sales.

  • A bank in the Midwest with more than $1.2 billion in assets made saw tremendous results in June in terms of active campaigns, leads generated, and sales made. This institution increased the number of campaigns it ran by 400 percent, which drove lead generation up significantly. Most importantly, the bank converted 82 percent of its leads into sales.
  • A $1.4 billion institution on the East Coast that became a Micronotes client even more recently, also had a stellar June. This bank increased its leads by more than 15 percent, and saw its sales jump by 200 percent.

Branches play a role in how financial institutions serve their communities, but online and mobile banking will continue to grow as the primary way people do their banking. So, when institutions run campaigns that facilitate engagement and those engagements turn into leads and then into sales, it’s a win-win.

Driven By Engagement
193
1235 Views
Bankers See AI Casting a Long ShadowPrevBankers See AI Casting a Long ShadowJuly 3, 2019
Automating The Movement of Loan Assets from One Lender to AnotherJuly 15, 2021Automating The Movement of Loan Assets from One Lender to AnotherNext

Related Posts

Blog

When Did Selling Become Bad for Business?

By Christian Klacko, Cofounder and COO, Micronotes This week I attended a webinar with...

micronotes_admin June 7, 2019
Blog

Keeping Customers, But Losing Business

By Kevin Flanagan, Marketing Director, Micronotes Ron Shevlin, one of the most...

micronotes_admin May 3, 2019

Recent Posts

  • Stickiness Coming Apart: Why Life-Event Relationships Keep Deposits Where They Belong
  • When Consumer Confidence Wavers, Personalized Solution Marketing Becomes Essential
  • From Theory to Practice: A Micronotes Perspective on MIT Sloan’s AI Leadership Insights
  • Real-Time Pricing Is Half the Battle: Turn GenAI Deposit Strategy into Conversations That Keep the Money
  • Credit Unions Can’t Be Late! How Automated Prescreen Marketing Can Accelerate Growth Amid Mixed Performance Signals
Categories
  • AI 26
  • Auto Lending 2
  • Behavioral Economics 1
  • Big Data 18
  • Blog 16
  • Brand 1
  • Community Banking 22
  • Community Financial Institutions 8
  • Compliance 1
  • Consumer Loan Business 9
  • Credit Trends 2
  • CRM 2
  • Customer Retention 13
  • Deposits 21
  • Digital Engagement 7
  • Gen Y 1
  • GenZ 11
  • HELOC 7
  • Home Equity Loan Consolidation 7
  • Life Events 8
  • Loan Growth 14
  • Marketing Automation 16
  • Net Promoter Score 2
  • New Customer Acquisition 20
  • NEWS 1
  • NPS 1
  • Online Banking 6
  • Personalization 25
  • Prescreen Marketing 32
  • Research 1
  • Retention 5
  • ROI 2
  • Sustainability 1
  • Uncategorized 2

Micronotes.ai Logo

What We Do
How We Do It
Products
Resources
Who We Are
Blog
Request a Demo
Free Growth Analysis
Log In

Privacy Policy | Copyright © 2024 Micronotes Inc. All Rights Reserved.