Activity-Trigger Leads

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Distribute potential leads from client activity triggers and account activity triggers (like new customer one-month follow-ups).  

Tracking of lead disposition and campaign analytics is done automatically, including incremental cross-referrals generating during lead disposition process.

Key Business Functions & Features

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

• Lead Outcome & Reporting

• Follow Up Ticklers & Notes

• Aging-Cycle Alerts to Assigned Area/Person

• Instantly Refer to Other Areas Upon Need Review

• Auto-Match to New Accounts for Tracking

• Pending Maturity & Rollover Date Driven Calls

• Pending Retirement and Other Client-Profile Events

• Address Change Triggers

• Algorithm-based Identifications (Large Balance Change)

• Leverage Our Customer Matching Tools for DeDupe

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