Setting Up Demographic Plans

Related Topics

Cross Sell and Tracking lets you combine cross sell plans with demographic plans to 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 OnlineBanking 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.