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Case Study: Sales Tool and Calculator
Situation
A leading North American bank needed a sales solution for a new product launch. The home equity line of credit tool was new to both consumers and the sales force.
Solution
Consulting with this bank's product, marketing, sales and IT groups, ClickNow designed a unique sales tool.
A blend of calculators and presentation tools, our solution supports the sales conversation. It collects client information and produces mortgage application forms to close the sale. In-context training and selling tips round out the solution to drive sales.
Result
The tool has become the primary customer-facing tool for selling home equity line of credit mortgages both in-branch and by mobile mortgage specialists.
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