Cross Sell Program

The goal of Matrix Mail Direct is to cross-sell your database into multiple account relationships. JMFA Direct employs sophisticated statistical techniques to identify segments with similar account, transaction and household profiles as your current best account holders possessing those same accounts. The analysis rank orders cross-sell prospects based on their resemblance of consumers who possess products such as insurance and brokerage services, money market funds, CDs, credit cards, loans and additional savings accounts.

Additionally, analysts can dissect your current mortgage file and query transactional data sets as well as home appreciation values. The result is a highly personalized “great news” letter informing your customer of the borrowing equity they have in their home, as well as the tax benefits of a home equity loan.

The combination of the Deposit Direct and Matrix Mail Direct programs is an effective method of growing primary and additional profitable accounts.