eReferrals
Grouplink’s eReferrals tool enables banks, credit unions and other financial institutions to consistently collect leads from branch or remote offices and have them flow into a shared database—which then directs the immediate connection of a lead to the appropriate sales person/department.
eReferrals provides comprehensive account and interaction history, which allows institutions to leverage their existing IT investments. Key solution features include:
- Referral Form - easy referral submission at the point of contact with the customers.
- Referral Routing and Management - instant notification via email to the correct respondent for the requested services, and storage into a CRM database with history views.
- Easy Reporting - executive reports via the web.
- Secure – Ensure security through directory authentication when logging in.
Click here for product screenshots
eReferrals provides banks and credit unions with the power to:
- Increase conversion rates by carefully managing and automating the closure process, and by collecting leads 24 hours a day, seven days a week.
- Collect leads from branch or remote offices and have them automatically flow to the appropriate sales person.
- Deliver comprehensive reports regarding the closure success rates of their sales teams.
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other financial services customers include the following references: |
| American National Bank |
Atlantic Credit Union |
| Bank of Iowa |
Camden National Bank |
| Carter and Burgess (Bank One leasing) |
Cedar Rapids Bank & Trust |
| Charter Bank |
City National Bank |
| Coast Commercial Bank |
Commerce Bank (NJ) |
| Commerce National Bank |
Eastwood Bank |
| First National Bank of Elk River |
First Security Bank (MT) |
| First National Bank Corporation (FL, PA, OH, TN) |
Horizon Bank |
| First National Bankshares of Florida Inc. |
Investec Bank (UK and South Africa) |
| Patriot Bank |
Stearns Bank |
| Steinbach Credit Union |
TexasBank |
| The Trust Company of Knoxville |
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