Follow Your Customer requires only about 15 minutes per month, regardless of the number of customers
you maintain. It includes features like automatic alerts for your clients'
loan anniversary dates, changing loan rates, new products on the market, birthdays and more.
This powerful, yet simple system provides a suite of fully automated tools designed
to track clients and build strong, lasting relationships that will turn your
leads into returning customers.
CHECK OUT THESE FEATURES:
- Monthly reminders on loan anniversary dates
- Alerts to loan rate changes
- Professionally designed, monthly postcards with specific themes
- Choose unique themes for each customer
- Segment contacts into groups of your choosing
- Family birthday, anniversary and holiday reminders
- Greeting cards
- Content-Rich Email Newsletters
- Totally different methods to handle professional and customer contacts
With just a few clicks of the mouse, you can stay in contact with your leads and current clients, helping you establish trust by providing valuable information
without a sales pitch.
LET'S LOOK AT THE FACTS:
Why is this important? Today, most large purchases are made using credit.
Loans are used for cars, homes and home improvement, education, even vacations!
People are always looking for investments and other financial products that you
offer. By staying in touch with your clients,
but not selling to them, you are better able to develop a long term relationship,
and be on their minds when they require your services. Think about all the
work involved in staying connected with your clients. Now imagine using a
system that does all that work for you. It's a fact that people will forget
about you because they simply go on with their lives.
By the time another opportunity comes along for you to provide service, they may
not even remember your name. With the Follow Your Customer system, they
continue in your lead pipeline for a lifetime.
Enhance your ability to keep
customers current with shifts and trends in the market and new banking products
and services. Establish a trusting
relationship with your current and future clients so they return again and
again. Receive top-notch referrals from both professional contacts and
customers. And do all this in only 15 minutes per month!