Combine the skills of your established and empathetic corporate account managers with the diverse capabilities of a data-driven personalization solution. This allows the incalculable influencing factors such as price, currency, and commodity developments - to name just a few - to flow even better into a targeted approach.
Many institutions have already taken an important first step with corporate customer portals, on the basis of which information from various sources is made available in consolidated form. In many places, work is already being done on real-time capability. With PBM, these developments can be ideally expanded with powerful and cross-channel communication that is profitable for all sides.
For existing customers:
Individual alternative offers with "what if" analyses
Follow-up offers when products expire (e.g. bonds)
Use of situational advantages for early redemption
Extension of payment terms
Targeted marketing (for example, factoring)
Utilization of subsidies and/or government grants
For new customers:
Personal welcome package
Campaigns for targeting new customers
Promotions on various occasions (such as anniversaries)
Digital applications and openings
The formats are diverse and can be combined in any way - for example, by mail, web or mobile devices. Even personalized videos are possible.