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Squeeze every drop
of data all the way to your tellers with
iNTEGRATOR's new CRM modules


iNTEGRATOR 8 is now armed with two new applications, iNTEGRATOR Leadbuilder and iNTEGRATOR ActivityManager, giving financial institutions referral tracking and workflow/process management capabilities that promise to propel your retail sales strategy to new levels.

 

 

iNTEGRATOR

iNTEGRATOR determines next-best cross-sell opportunities using data from RFG’s research and analytical programs, giving institutions reliable business intelligence to make decisions with confidence.

 
 

 
 

Leadbuilder

Leadbuilder takes campaign and cross-sales intelligence gained from iNTEGRATOR and presents the best offer at the point of sale.

 
 

 
 

ActivityManager

ActivityManager takes referrals generated from Leadbuilder and assigns them to employees throughout your institution for prompt action.

 
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