For one growing regional bank, opening a deposit account became the starting point for a deeper customer relationship.
Customers may choose a bank for checking or savings while continuing to use other institutions for credit cards, loans, and other financial needs. That leaves valuable relationship growth opportunities unrealized, especially during the earliest stages of the customer lifecycle.
In From Account Opening to Deeper Relationship, see how a regional bank integrated Zoot’s real-time pre-screen capabilities directly into its teller workflow. When a customer opens a deposit account, the bank can immediately evaluate them for multiple credit products and return qualified offers to the teller while the customer is still engaged.
See how the bank created a repeatable relationship growth channel that has helped it:
- Increase pre-screen activity by more than 150%
- Screen approximately 19,000 candidates each month
- Extend more than 6,000 real-time offers monthly
- Support growth across multiple credit products
- Identify qualified opportunities directly within the teller workflow
- Begin building broader customer relationships from the moment a deposit account is opened
\\\ Success Spotlight
From Account Opening to Deeper Relationship
