Cross-sell & Up-sell
Drive Revenue Growth with AI-First Customer Engagement
Our AI-powered Cross-Sell & Up-Sell maximizes customer lifetime value with intelligent, real-time product recommendations. Built on Microsoft Dynamics 365 and tailored for financial services, the solution uses AI to analyze behavior, holdings, and interactions—delivering the right offer at the right time across all channels. Whether through RMs, call centers, or digital journeys, each offer is personalized and precisely targeted.
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Core Capabilities
- AI-powered product recommendations during enrollment, sales, and service interactions.
- Eligibility criteria defined in the product catalog—based on customer segments, demographics, and financial data.
- Triggers intelligent offer suggestions in real time with pre-configured cross-sell and upsell logic.
- Display product utilization, propensity, and potential benefit indicators per customer.
- Show offer history and response patterns to tailor future engagements.
- Convert positive responses into tracked sales opportunities.
- Record declined offers with reasons for continuous learning and refinement.
- Empower front-line teams with AI-supported real-time insights and context-based action suggestions.
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Unlock the Advantages
- Offer the right product to the right customer with AI-powered insights.
- Increase revenue and sales efficiency through intelligent guidance on next best offers.
- Drive consistent cross-sell and upsell performance with visibility across teams and channels.
- Enhance customer experience by eliminating repetitive and irrelevant product suggestions.
- Gain insights into offer rejections and use feedback to refine product targeting strategies
See it in action!
All VeriTouch Modules
Success stories
Credit Unions
Customer Engagement (CRM)
Omni-channel Delivery
Customer Engagement (CRM)
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