Growth Booster Lead Gen Surveys

Growth Booster

This lead-generation module of Insight Builder uses customer surveys to uncover opportunities to put you in first place when your customers are looking for financial products and services. Real-time alerts to customer-identified needs fuel direct revenue and deepen relationships.  

Customers Are Turning to Other Providers to Meet Financial Needs in the Moment Without Considering First Their Relationship With You.

Why Growth Booster?

1

FUELS DIRECT REVENUE

through customer-identified needs

2

DRIVES PURCHASE PROGRESSION

through client website

3

DIRECTS DATA WORKFLOWS

intelligently for next actions

4

TRIGGERS ALERTS

for immediate opportunities

5

ENABLES CLOSED-LOOP TRACKING

of sales opportunities

6

HEIGHTENS LIFETIME VALUE

of customer relationships

7

CREATES WORKFLOWS

for quality follow-up with customers

8

GENERATES QUALIFIED LEADS

in on-demand lists

9

GUIDES CUSTOMIZATION

around consumer needs

10

STIMULATES ORGANIC GROWTH

easily and naturally

What Results Can You Expect?

Here are the outcomes our clients experience with GROWTH BOOSTER

How Does Growth Booster Work?

Growth Booster drives organic growth through surveys that give customers the opportunity to inquire about other products and services. Customers identifying financial needs are directed into your digital purchase process while alerting your sales outreach team that an opportunity exists for you to build the relationship and fill the requested financial need. The EXP Actionable Analytics Portal tracks outreach opportunities to completion and provides share-of-wallet reporting on opportunities to grow direct revenue and further deepen relationships with your customers – before someone else does.

Through our strategic partnership with Support EXP, the Customer Satisfaction Program has exceeded all business case projections in the areas of customer retention, attrition, and acquisition.

– Senior VP Sales & Service

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