Market Insights - Cross Sell and Deposits

Overview

The ‘Market Insights – Cross-Sell and Deposits’ skill provides insights on the most common cross-sell and deposits opportunities based on the current market.

In This Article

• Skill Installation
• Skill Configuration
• Skill Usage

Skill Installation

Follow these steps to install and turn on the skill for an audience:

1. Log in to the Andi Skills Manager through the PrecisionLender application.
2. Navigate to the Configure tab at the top.
3. Search for “Market Insights - Cross Sell and Deposits” in the search bar, and select it.
4. From the left menu, select Audiences under the Setup section.
5. Click Setup Audience to open a list of available audiences, and select the audience you’d like to turn the skill on for (e.g. “Everyone”).
6. For “Choose skill version”, select the latest version (if not already selected). Configure the skill as desired (see the Skill Configuration section of this article for more details) and click Next.
7. Click Complete Setup & Enable Skill to turn it on for that audience.

Skill Configuration

There are several options to configure the skill to behave as is best suited for your organization. To configure a skill, follow these steps:

1. Log in to the Andi Skills Manager through the PrecisionLender application.
2. Navigate to the Configure tab at the top.
3. Search for “Market Insights – Cross Sell and Deposits” in the search bar, and select it.
4. From the left menu, select and audience under the Setup > Audiences section (if you need to configure a new audience, see the Skill Installation section of this article)
5. Click the dropdown under General Configuration.
6. Once you’ve made the desired changes, click Enable Changes.

The available configurations:

• Is Primary MI Skill - Internal Configuration value that dictates which MI skill drives input collection (see Shared Chat below)
• Salesforce Integration - Select this option if the client has SF integration active
• Force Connector Type - Defaults to ForceCRM but can also be set to ForceLOS
• Annual Revenue SF Field - If Salesforce Integration is checked, this can be populated with the API field name in SF
• Postal Code SF Field - If Salesforce Integration is checked this can be populated with the API field name from SF
• Industry Code SF Field - If Salesforce Integration is checked, this can be populated with the API field name in SF
• Localization Options - Many rows of localization options follow the configurations outlined above

Skill Usage

When the skill is enabled for an audience, the members of that audience will receive insights from Andi when pricing an opportunity.  You can expect to receive insights on the most common cross-sell and deposits opportunities based on market.

For all applicable opportunities, the skill behaves as follows:

• If existing relationship data is not available, Andi will prompt you to enter information to personalize market insights including annual sales size, ZIP code, and NAICS or SIC code.
• Once information is provided, deposits for similar customers will be provided along with the top 3 cross-sell opportunities.
• A learn more link is available to receive more information on deposits product types and additional cross-sell opportunities.

Related Articles:

• Market Insights Overview