Enterprise Cross-Sell®
Enhance Customer Value with Personalized Offers
Transform your enterprise operations with Zoot’s cutting-edge cross-sell solution that unifies data across lines of business,
fosters deeper customer relationships, and enables targeted cross-selling opportunities
Embrace Mobile & Online Channels
Target the right customer at the right time with the right message, by integrating offers directly into various growing mobile & online channels & enhancing customer experience.
Increase Per-Customer Revenue
Optimize customer portfolios, while increasing wallet share, and lock in potential future revenue with long-term agreements while also uncovering exciting new opportunities.
Support Multiple Lines of Business
Centralize standards for compliance, fraud, attribute calculation, and more in a single enterprise service layer to control costs and mitigate risk across lines of business.
Overview & Key Benefits
In today’s market, consumers have endless options. It is more important than ever to deepen customer relationships with personalized offers.
A highly effective approach is to create accurate customer segments to promote various products and services based on need, behavior, or other criteria to grow your business and acquire clients, all while improving the customer experience.
With Zoot’s Enterprise Cross-Sell® solution you’ll enjoy a unified, integrated, 360-degree customer view and uncover new, targeted revenue opportunities organization-wide.
Quick Facts
Achieving a Holistic Customer View
Creating a Strong Foundation
Achieve a more holistic and accurate view of customers by standardizing APIs, data partners, attribute calculations, and more while making data accessible across all lines of business from a central library.
From here, each line of business can see a single view of your organization’s customers and independently manage platform updates to meet their needs, creating a win-win scenario across all departments.
Enterprise Cross-Sell® Solution Features
Discover targeted revenue opportunities and deepen customer relationships with Zoot’s Enterprise Cross-Sell® solution. Segment customers and acquire new clients with a unified customer view, getting offers out faster while improving the customer experience.
Fully Customizable Platform
Tailor Zoot’s LOS to meet your specific business needs, ensuring a seamless and personalized experience for your customers.
Consumer-Facing Application Screens
Engage and empower your customers with user-friendly and intuitive application screens.
Instant Decisioning
Provide real-time loan decisions to applicants, enhancing the customer experience and reducing wait times, resulting in higher satisfaction rates.
360-Degree Customer View
Gain comprehensive insights into customer behaviors, preferences, and interactions across all lines of business enabling precise targeting and enhanced service delivery.
Fully Customizable Platform
Tailor Zoot’s Enterprise Cross Sell solution to meet your specific business needs, ensuring a seamless and personalized experience for your customers.
Customizable Decision Rules
Set your own decision rules to automate offers based on your unique business requirements, reducing manual intervention and increasing efficiency.
Fraud Detection
Mitigate the risk of fraudulent activities with robust fraud detection mechanisms, protecting your business and customers from potential financial harm.
Instant Decisioning
Provide real-time offers to applicants, enhancing the customer experience and reducing wait times, resulting in higher satisfaction rates.
ID Verification
Safeguard against identity fraud and ensure the authenticity of applicants by seamlessly integrating ID verification tools into the loan origination system.
Powerful Integrations
Seamlessly integrate with external systems and service providers, allowing for smooth data exchange and enhancing the overall efficiency of the cross selling process.
Future-Ready Flexibility
Adapt to the evolving demands of the lending industry with a flexible system that can easily incorporate new technologies and regulatory changes.
Multiple User Groups & Roles
Assign different roles and access levels to various user groups, ensuring secure collaboration across teams and maintaining data integrity.
Detailed Targeting
Engage in highly-targeted cross-selling opportunities based on your own criteria and leveraging Zoot’s vast data partner network.
Unified Data
Centralize data and decision rules for each line of business to control costs and coordinate standards across your organization.
“Zoot’s solution is very attractive to financial services companies that want to extend real-time offers of credit across multiple channels.”
Use Cases
Get the best end-to-end solution to drive profitable growth and support your specific lines of business, all while maintaining regulatory compliance, improving efficiency, and enhancing the customer experience.
Partners & Providers
Zoot’s partners and providers network offers clients access to an extensive global network of data and service providers, with pre-built connections to best-of-breed data sources. Our advanced capabilities enable swift integrations to new sources, providing seamless connectivity to advanced data, AI, and machine learning models. By leveraging this network, clients easily integrate high-quality data, make informed decisions, enhance risk management, and drive business growth.
Frequently Asked Questions
What are the main benefits of a holistic, 360-degree customer view for cross-selling?
A holistic customer view allows banks and credit unions to understand their customers’ needs and behaviors better. This enables more accurate targeting of offers, increases cross-selling opportunities, improves customer satisfaction, and ultimately drives revenue growth.
Can Zoot’s Enterprise Cross-Sell® solution integrate with our existing CRM, marketing automation, and banking platforms?
Yes, Zoot’s solution is designed for seamless integration with various CRMs, marketing automation, and banking platforms, facilitating data exchange and synchronization across platforms.
Does Zoot have the ability to integrate third-party scoring/decisioning models?
Yes, we have the ability to integrate third-party scoring/decisioning models into our platform. This flexibility allows clients to leverage the models that best suit their needs and objectives.
What support does Zoot offer for training and ongoing technical assistance after implementation?
Zoot provides comprehensive training sessions and ongoing technical support to ensure your team maximizes the benefits of our Enterprise Cross-Sell® Solution. Our support team is available 24/7/365 to address queries, provide guidance and assist with system updates and enhancements.
Ready to Take the First Step?
Explore Zoot’s Capabilities or schedule a consultation with our team to learn how our Enterprise Cross-Sell® solution can make an impact at your organization.
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