A Midwest financial institution sought an automated loan marketing solution that would achieve its elusive mortgage loan acquisition goals and support its focus on relationship-building and providing a great customer experience.

They decided on Vericast’s Shopper Alert™, a trigger marketing solution that monitors the leading credit bureaus and notifies the institution when its account holders apply for mortgages with competitors. Within 24 hours, a personalized prescreened loan offer from the financial institution is sent to account holders by phone, mail, or email.

To avoid overloading internal resources, the financial institution relied on Vericast Contact Center Solutions to respond to account holders with a level of service that matched its vision of building relationships through great customer experiences.

Download the case study to learn how Shopper Alert and Contact Center Solutions from Vericast helped the financial institution achieve phenomenal loan acquisition results while supporting its brand promise of providing a great customer experience.