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 Leadbuilder


Leadbuilder is a unique solution that delivers campaign and cross-sales intelligence to your customer touchpoints.

Leadbuilder works organically with iNTEGRATOR to bridge the divide between marketing and branch sales. Every time a customer initiates contact, Leadbuilder automatically searches iNTEGRATOR and presents the best offer for that customer onscreen with a fresh, customized message for the customer service representative to ask.

Leadbuilder is designed to dramatically increase revenue by generating more leads at the point of customer interaction when the customer is most open to considering offers!

Leadbuilder features/benefits:

  • Distributes iNTEGRATOR generated marketing campaigns to touchpoints
     

  • Imports campaign data from iNTEGRATOR
     

  • Monitors the core banking session and any teller or platform application
     

  • Presents offer as a banner on the teller’s screen
     

  • Captures customer response with “one-click” creation of a qualified lead referral
     

  • Captures lead referrals for products the customer expresses interest in
     

  • Runs unobtrusively and integrates with any core and/or existing CRM system

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Raddon Financial Group is a business unit of Open Solutions Inc.