Learn how IXI clients worked with us to develop effective customer on-boarding programs and assign customers to the right service levels based on their financial potential.
- Improving Customer On-boarding: Leveraging Financial Insights to Assess Customer Opportunity from Day One
- Best Practices: Leveraging Real-Time Lookup of Estimated Household Financial Potential to Improve Call Center Efficiency and Lead Routing
- Finding Value in Low Potential Customers
- Growing Revenue by Aligning Customers with the Right Service Level
- FAs Prioritize Clients with WealthComplete
- Mortgage Customer Retention and Recapture: Better Identify Borrowers that are Likely to Prepay with Household Total Income Measure