Challenge
Disconnected servicing experience after loan closing with no cross-sell opportunity identification.
Solution
FSC as system of engagement with Service Cloud for inquiries, Marketing Cloud for ongoing communication, and servicing platform integration.
Key Outcomes
- Improved customer satisfaction
- Higher retention rates
- Cross-sell opportunity identification
- Seamless omnichannel service
Tags
servicingmortgagepost-fundingretentioncross-sell
Implementation Timeline
12-16 weeks
High Complexity