Using customer behavioral and needs analysis, financial institutions narrow product and service recommendations based on customer priorities, preferences, and immediate needs.

This functionality not only enables employees to deliver consistent customer interactions, but the data also becomes a source for ARGO’s analytics engine. The analytics engine generates personalized offers and delivers needs-based recommendations.

ARGO’s suite of sales strategy offerings for financial institutions includes the following programs:

• Abandonment, Retargeting, and Conversion
• Customer Engagement
• Customer Relationship Management
• Customer Profiling and Needs Analysis
• Enterprise Referral Management
• Goals Management
• Predictive Attrition Risk

Download the Connects Sales and Sales Performance Management solution brief to learn about how to improve customer experience and increase revenue.