Targeted Cross Sell Plans and Special Offers

Cross Sell and Tracking lets you define every detail of a targeted cross sell plan, including:

Member criteria, such as credit union employees, bankrupt members, and new members.
Share account criteria, such as share type, balance, and share holds.
Certificate account criteria, such as certificate type and balance.
Liability criteria, such as loan type, delinquency amount, and collateral code.
Services criteria, such as online banking, debit card, and ATM.
Relationship Pricing plan criteria, such as current plan enrollment and qualifying plan enrollment.
Referral and closing incentive amount, such as loan officer and loan processor incentive amounts based on loan balance.

Special offers let you market product offerings to all your members without meeting any type of criteria.