Micronotes® Cross-Sell™ Enterprise

With Micronotes

A powerful, cloud-based digital engagement platform designed to help financial institutions spark meaningful conversations, strengthen relationships, and build enduring trust with customers and members. Enhance engagement, drive growth, and maximize value across all accountholder touchpoints.

Platform

Cleartouch Precision Premier Signature

Requirements

Retail Online, Mobiliti, XDCreate and XDConfigure

Tags

Analytics Artificial Intelligence Customer Engagement Machine Learning Marketing Automation Deposit retention Accountholder retention Cross sell Engagement AI Marketing Insights Contact update Reporting Net Promoter Score Customer Service eServices Adoption

Engage Customers and Prospects

Initiate meaningful and timely conversations, nurture strong relationships, and foster trust seamlessly across every channel.
Predict and Prevent Accountholder Attrition

Leverage predictive insights to identify at-risk customers and take action to strengthen retention and loyalty.
Drive Adoption and Usage 24/7/365

Empower customers to maximize the value of their banking relationship by engaging with your e-services anytime, anywhere.
Go Live in One Day

Deploy Micronotes quickly and effortlessly—be up and running within a single day.

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Micronotes® Cross-Sell™ Enterprise is a cutting-edge, cloud-based, digital engagement platform designed to help financial institutions build trust, deepen relationships, and spark meaningful conversations with both new and existing customers.

Micronotes Cross-Sell is pre-integrated to Retail Online™, Mobiliti™, XDCreate, XDConfigure and can also leverage a pre-built extract out of Business Analytics from Fiserv. In select instances, Fiserv core clients can leverage Micronotes Cross-Sell through third-party digital solutions.

Using advanced machine learning, Micronotes Cross-Sell identifies high-potential customers for your financial products and services. It continuously fine-tunes targeting and engagement strategies by learning from customer interactions, reducing errors, and improving campaign effectiveness.

How It Works:

1. Timely Engagement: Trigger brief, personalized interactions at optimal moments, such as on the account summary page or online logout page, when customers are most open to a quick, rewarding experience.
2. Customer Insights in Seconds: In just 12 seconds, a short, dynamic interview uncovers customer needs and immediately generates tailored product or service offers.
3. Seamless Fulfillment: Deliver real-time responses via SMS or email, guide customers to online applications, or let them request a call from a banker—ensuring a smooth path to action.
4. Effortless Follow-Up: Securely route leads, along with interview responses and contact details, to the appropriate representative for timely follow-up and support.

By combining intelligent timing, personalization, and automation, Micronotes Cross-Sell transforms customer engagement into a frictionless, high-impact experience—driving growth and customer satisfaction effortlessly.