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The seemingly endless number of financial products and services available to customers can make it difficult and time consuming to determine which products best fit their financial needs — a phenomenon that is amplified by the self-serve, online environment.
Based on your customers’ requirements, MemberDirect Product Recommender suggests a single financial product and up to two optional ones, letting customers compare and contrast alternatives from within a single product category. Customers can accept the product recommended or compare all the features of selected products before deciding to make an online application.
By offering a recommendation, rather than a laundry list of options, MemberDirect Product Recommender more closely resembles interaction with a financial adviser and can lead to a higher rate of online conversion.
With MemberDirect Product Recommender, customers can:
Customers can search, decide on and apply for products online in a single visit when MemberDirect Forms is combined with MemberDirect Product Recommender.
Deliver recommendations on financial products with a sophisticated selector tool