A credit union with $700 million in assets had a current internal tracking system, but no new member cross-sell reporting or referral validation. After analyzing their needs, DataVerity developed an MSR level report that set goals on member cross-sell and 10 different product categories. We also developed a referral management and reporting system to better streamline their member referrals, and improved the reports to monitor the success of these referrals. Within three months of implementation, the client saw a 25% increase in new member cross-sell and a 20% increase in successful member referrals, without any increase in internal dedicated resources.

A bank with $3.5 billion in assets wanted to implement an incentive program for its retail branches, loan department, and call center, but they were spread out over a large area and were using different core systems for each department. DataVerity's online system combined data files from each of the different systems, calculated incentives based on thresholds unique to each employee, branch, and region, and ranked the employees in each department from top to bottom performing. Over the next year, the client increased its total profitability by 15% by incentivizing good employees, retraining or letting go of under-performing employees, as well as streamlining its referrals from its call center to the branches and from the branches to the loan department.

A bank with $1.3 billion in assets wanted to implement a goal program for their tellers and service representatives but wanted to have minimum standards for qualification. These goals would be set on cross-sell, successful referrals, and new customer contacts. DataVerity created a customized structure that rewarded their top-performing staff while not qualifying their under-performing staff, and presented this information in easy to understand employee level reports. We also set goals for the branch managers on other standards and incentivized them. This resulted in a 30% increase in cross-sell over a six month period and a 40% increase in new accounts.

A credit union with $120 million in assets wanted to set goals for each of their branches and employees to ensure they were profitable. DataVerity worked with them in setting deposit and loan dollar goals, as well as auxiliary product goals at the branch and employee level. This resulted in a 20% increase in deposit dollars over a three month period, without any increase in internal dedicated resources.