Fiserv Partners with Micronotes to Bring Clients a Measurable Boost in Digital Cross-Sales

  Fiserv Partners with Micronotes to Bring Clients a Measurable Boost in
  Digital Cross-Sales

  *Micronotes Cross-Sell for digital channels is an alternative to legacy
    advertising methods, using intelligent cross-sell interviews to drive
  *Customer interview responses enable pinpoint retargeting of future
    interviews and social media advertising to improve relevance and expand
    the financial institution’s digital footprint
  *Lightweight integration installs quickly and managed service model
    requires no increase in marketing headcount

Business Wire

BROOKFIELD, Wis. -- June 30, 2014

Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services
technology solutions, announced today it has partnered with Micronotes to
provide its clients with Micronotes^® Cross-Sell™, a technology-enabled
service leveraging data analytics and interview technology to personalize
banking and deepen customer relationships.

Deployed online or via the mobile channel, the Micronotes process is an
alternative to online advertising with fast automated interviews that engage
customers in a brief question and answer session designed to personalize
cross-sell offers. Initial targeting is accomplished using data analytics,
retargeting is based on individual interview responses.

When customers log on, they are identified and served a qualified interview.
After three questions, or about 10 seconds, customers are made an offer that
contemplates all previous interview responses. If a customer chooses an offer,
the order is either fulfilled online or the lead and interview notes are
automatically transferred to the front line for direct follow-up. Micronotes
generates 10 times the number of qualified leads compared to typical online
advertising methods and drives engagement, cross sales and retention.

“Consumers are migrating to online and mobile en masse and financial
institutions are making significant investments in these channels and
expecting a return on those investments,” said Ken Patrick, senior vice
president, Revenue Enhancement Solutions, Fiserv. “Our mission at Fiserv is to
help our clients improve their performance by better serving their customers.
We accomplish that mission by identifying targeted campaign opportunities to
match new and existing products to underserved segments. By combining our
consulting process, the world class online, mobile, and cross and
multi-channel marketing technology of Fiserv, and Micronotes, we are able to
deliver the solutions that financial institution customers want and need.”

Complementing the comprehensive suite of digital cross-sell technologies from
Fiserv, Micronotes brings fast, automated interviews to online and mobile
banking to fill the gap between digital advertising and live chat. In
addition, Micronotes Cross-Sell helps financial institutions improve customer
relationships and enhance management decision making with detailed campaign
reports on customer activity and leads generated by segment. Lead information
can also be imported into CRM systems, including EnAct™ ^ from Fiserv, to
distribute leads to bankers, manage follow-up activities and provide
closed-loop visibility from lead to sale. Micronotes also complements Aperio™
and Next Multi-Channel Marketing from Fiserv, by offering an interview
marketing component to the customer engagement capabilities of these

Additional Resources:

  *Micronotes -
  *Revenue Enhancement Solutions from Fiserv -

About Micronotes

Micronotes is a digital marketing SaaS company that serves financial
institutions with tools to deepen relationships with existing customers
through effective cross-selling. Micronotes' targeted interview technology
combines big data analytics with the closing power of in-branch sales
interviews to turn the online channels into actionable cross-sell lead

About Fiserv

This year, Fiserv, Inc. (NASDAQ: FISV) celebrates 30 years of leadership in
financial services technology. As one of FORTUNE^® magazine's World's Most
Admired Companies, Fiserv is helping clients worldwide achieve best-in-class
results by driving innovation in payments, processing services, risk and
compliance, customer and channel management, and business insights and
optimization. For more information, visit



Media Relations:
Julie Nixon
Senior Public Relations Manager
Fiserv, Inc.
Additional Contact:
Wade Coleman
Director, Communications
Fiserv, Inc.
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