Overview

Portico Cross Sell and Tracking lets you maximize your product marketing by putting cross-selling capability in the hands of your tellers. You have complete control of member profiles and product selection criteria. Plus, Cross Sell and Tracking lets you define referral and closing incentive dollars per cross-sell plan, track member feedback and enter referral tracking and sales tracking data.

By combining cross sell plans with demographic plans, you can offer specific cross sell plans based on a member's demographic characteristics. For example:

• Identify members over age 18 that do not have a share draft account and offer them a share draft account.
• Identify members under age 50 that have a checking account, but do not use Online Banking and offer them Online Banking and Bill Pay.
• Identify members that have a share draft account but no debit card and offer them a debit card and a line of credit loan.

Looking to market your new car loan to all your members? You can set up a special offer cross sell plan that lets you market product offerings to all members without meeting any type of criteria.