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
190
1185 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

Pre-Approved
Blog

Prescreening Solutions in a Box

Unfortunately, a traditional prescreen marketing campaign’s cost, complexity,...

micronotes_admin July 28, 2021
Blog

For Bankers, Sales is a Game of Follow the Lead

By Kevin Flanagan, Marketing Director, Micronotes When it comes to successfully...

micronotes_admin June 28, 2019

Recent Posts

  • Revolutionary Results: How Micronotes Microinterviews Delivered 23x Better Performance Than Banner Ads Over 10 Years
  • How Micronotes Automated Prescreen Powers Experian’s Modern Prospecting Strategy
  • Beyond “Yes” to “Use”: TransUnion vs. Micronotes on Profitable Lending Growth
  • A Micronotes Playbook for Winning Back Runaway Deposits — and Growing Beyond 2.1 Products per Customer
  • Turning Life Events into Loyalty
Categories
  • AI 24
  • Auto Lending 1
  • Behavioral Economics 1
  • Big Data 18
  • Blog 16
  • Brand 1
  • Community Banking 22
  • Community Financial Institutions 6
  • Compliance 1
  • Consumer Loan Business 9
  • Credit Trends 1
  • CRM 2
  • Customer Retention 13
  • Deposits 18
  • Digital Engagement 6
  • Gen Y 1
  • GenZ 11
  • HELOC 7
  • Home Equity Loan Consolidation 6
  • Life Events 8
  • Loan Growth 12
  • Marketing Automation 16
  • Net Promoter Score 2
  • New Customer Acquisition 20
  • NEWS 1
  • NPS 1
  • Online Banking 6
  • Personalization 25
  • Prescreen Marketing 29
  • Research 1
  • Retention 4
  • 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.