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Find mortgage cross selling and upselling opportunities

Detect customers with home-buying behavior.

upsell and cross-sell mortgage loans

Only 20% of banking customers have a mortgage with their primary bank (Mortgage Bankers Performance Report). With customer acquisition costs (CAC) sitting at $7,747 for a new mortgage customer (Propeller CRM), upsell and cross-sell on these loans to existing customers is an opportunity many banks are missing.

Automation Hero can drastically reduce CAC by suggesting cross-sell tips to bankers whose current customers exhibit home-buying behavior. Such behavior might include changes in a customer’s account that point to a new job, a new address, or other indicators.

In this product video, see how we combine RPA and AI to create a big data and AI-centric platform that eliminates repetitive and manual business processes and allows your company to get the most out of its data.

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