Case Study: Fortune 100 Pre-eminent Financial Services Company

Objectives

• Sell existing mortgage customers additional products and services
• Build relationships with existing customer base for marketing, education and sales efforts

Solution

• Extensive product training – Developed ‘Mortgage Certified’ training program – Design secure technology solutions
• Educate and sell consumers on products and services available to them
• Build program to close deals – Consummate transactions

Results

• Consistently exceeded client measured quality metric of 92%
• 40,000 new customers acquired
• 4:1 ROI on new customer revenue

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