Financial advisory and cross-selling automation

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Member activity detected

   System detects member login to online banking or processes a transaction exceeding predetermined threshold amount. Member data is pulled for analysis.

   CU*BASEFLEX
2. 2

   Action

   Analyze member financial profile

   AI system analyzes member's account balances, transaction history, loan portfolio, and demographic data to build comprehensive financial profile. Risk assessment and opportunity scoring are calculated.

   EpisysGalaxy
3. 3

   Decision

   Evaluate cross-selling opportunities

   Decision engine determines if member qualifies for specific products based on financial health, credit score, and existing relationships. Workflow branches based on identified opportunities.

   Corelation KeyStone
4. 4

   Action

   Generate personalized recommendations

   AI creates tailored product recommendations with specific terms, rates, and benefits relevant to member's financial situation. Content is customized for delivery channel preferences.

   SharetecCU*BASE
5. 5

   Action

   Schedule advisory consultation

   System automatically books appointment with appropriate financial advisor based on recommendation complexity and member tier. Calendar integration and member notification are handled automatically.

   FLEXGalaxy
6. 6

   Action

   Deliver multi-channel outreach

   Personalized recommendations are delivered through member's preferred communication channels including in-app notifications, email, SMS, or direct mail. Follow-up sequences are scheduled automatically.

   EpisysCorelation KeyStone
7. 7

   Output

   Track engagement and outcomes

   System monitors member response rates, appointment attendance, and product adoption. Performance data is logged for continuous optimization of recommendation algorithms.

   SharetecCU*BASE

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