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CD Maturity Cross-Sell Optimization

Reflex Blu has invented a highly intuitive, strategic interface that leverages legal CD notifications into cross-sell opportunities. This program has an incredibly high ROI since your cost is truly just the premium difference between delivered cost and what you are paying for your CD notifications now.

Blu takes careful consideration when approaching your auto-renewal customers. These customers need a message that is drastically different from that of a customer who is a CD shopper. Blu lets your data tell us exactly how to craft the message and where the cross-sell opportunities lie for each type of CD customer. Whether the customer is a rate shopper or auto-renews, our program has the ability to segment these customers based on the financial behaviours they exhibit.

We understand the importance of all maturity notices going out on time, and we work closely with our financial partners to understand compliance guidelines, schedules, and approvals to ensure that the mailings are sent out according to the compliance timeline.

The bottom line is our CD Maturity Cross-sell program puts more revenue on your bottom-line. We have proven time and time again, that this low-cost strategy provides a high impact ROI.

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CD Maturity Cross-Sell
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Customer Profile Analysis
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CD Maturity Cross-Sell Optimization



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