Automated loan marketing solution helps bank hit elusive mortgage acquisition goals
BMO Harris wanted an automated loan marketing solution that delivered a great customer experience while helping reach its mortgage loan goals.
They chose Vericast's Trigger-Based Loan Acquisition/Retention solution to monitor credit bureau activity and notify the bank when customers apply for mortgages with competitors, triggering a personalized, prescreened loan offer within 24 hours.
Many variables impact campaign success. The information on earnings or percentage increases that is contained within this case study is provided for demonstrative purposes only. Harland Clarke does not guarantee or warrant earnings or a particular level of success with a campaign.