FinovateSpring 2013 / Micronotes

Presenter Profile:

How they describe themselves: Micronotes is a digital sales company that radically improves the productivity of cross selling online for FIs. With bank customers becoming always addressable through the online banking channels, Micronotes Cross-Sell™ brings the branch sales interview online. FIs typically only own 30% of their customers’ financial products portfolio or 2.1 products per customer. Increasing from 2.1 to 2.4 products per customer can improve the bottom line by 17%, and Micronotes helps make that possible. We utilize predictive analytics and business rules to build audiences. Then, we interview individual customers in real-time to listen, educate, and advise on products. Micronotes Cross-Sell then routes leads to product experts in the FI for lead follow-up.

How they describe their product/innovation: Micronotes Cross-Sell™ is simply the most productive digital cross-sell tool on the market. One of our customers is demonstrating this by showing the product, sharing results and explaining what those results mean to his financial institution.


Bus. Dev. & Sales: Christian Klacko, SVP Field Operations,,
Press: Kathleen Keating, FastStart Communications,, 617-460-2702

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