Cross Sells
Customer signals to cross-sell opportunities
Surfaces high-intent cross-sell opportunities from customer transaction and behavioral data.
Customer signals to cross-sell opportunities
Banks miss cross-sell moments because signals are scattered across product silos.
AI unifies customer data and surfaces the right offer at the right time.
Privacy-compliant scoring with full explainability per recommendation.
Increases cross-sell conversion by 25% without additional headcount.
Capabilities In The Box.
Trigger-Based Opportunity Detection
Seven trigger types monitored automatically — Medicare eligibility, income thresholds, new dependents, address changes, terminated employees, life milestones, and mid-career reviews. No manual prospecting required.
Automated Producer Routing
Every opportunity is routed to the right producer based on configurable rules. Income tiers, opportunity type, and team assignments are all adjustable without code changes.
Participant Lifecycle Tracking
Monitor every participant across their full career and life journey. The system watches for the moments that signal a new financial need — before the participant asks.
CRM Activity Creation
Opportunities flow directly into producer dashboards as actionable items with participant context, suggested outreach, and status tracking built in.
Census Upload Processing
Upload any employee census file and the system scans every record for trigger events, comparing year-over-year changes to identify new dependents, address changes, and status updates.
Conversion Tracking
Every opportunity tracks from New through Contacted to Converted. Measure cross-sell conversion rates, producer performance, and pipeline value in one view.
How It Actually Works.
Trigger logic is yours to configure
Business rules are set by your team, not hardcoded. Add new triggers, adjust income thresholds, reassign producers, or create new service line routing without touching the underlying system.
Annual census refresh, continuous value
The system is designed around your existing data refresh cycle. Upload the census when it updates — the system handles comparison, detection, and routing automatically.
Turns data you already have into revenue
Every participating employer has a census. That census contains the signals for dozens of cross-sell opportunities that currently go undetected. CrossSell turns existing data into a structured pipeline.