Using CRM to Fill the Mortgage Revenue Gap

For many financial institutions, the nearing end of the mortgage refinance boom means lost origination revenues will need to be replaced by other retail sources. In the years ahead, financial institutions will have no choice but to search deeper and become more focused in generating revenue from their existing franchise.

In this session, the speaker reviews best practices for filling this mortgage revenue gap and discusses how financial institutions are more intelligently focusing on long-term sources of mortgage and retail loans, while leveraging existing customer data to move cross-sell from concept to reality. The session will explore how simple, focused marketing and data management initiatives can add significant value to the organization. Beyond marketing theory, this session will be focused on what leading financial institutions are really doing to achieve results.

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