Which new product should you propose to which of your customers? WalletMax combines its proprietary banking industry database with your existing data to help answer this question for your relationship managers.
WalletMax increases cross-sell and up-sell opportunities in business and corporate banking by up to 50 percent. It automatically compares each of a bank’s clients to similar companies in the same industry and finds the gaps. This gives relationship managers a rich prospect list based on actual customer behavior.
WalletMax enriches the bank’s own data with BCG’s proprietary database of more than 250,000 product “wallets” from more than 10 corporate banking divisions around the world. Gaps—such as products that competitors may have or that others tend to have in larger volumes—represent opportunities for the bank to pursue new or expanded business.