Activity-Trigger Leads

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The same system interface can be used to distribute potential leads from client activity and account activity triggers (like new customer one-month follow-ups). 

Tracking of lead disposition and campaign analytics is automated and standardized, including the generation of incremental cross-referrals during the lead disposition process.

Key Business Functions & Features

• Auto-Lead Routing to Branch/Person/Call Center

• Lead Outcome and Reporting

• Follow Up Ticklers and Notes

• Aging-Cycle Alerts to Assigned Area/Person

• Instantly Refer to Other Areas Upon Needs Review

• Auto-Match to New Accounts for Tracking

• Pending Maturity and Rollover Date Driven Calls

• Pending Retirement and Other Client-Profile Events

• Leverage the Customer Matching Tools for de-Duplication

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