Understand the KLIs of current high value customers and then select external websites where prospects with similar KLIs congregate and advertise with those sites to attract new customers.

Adjust the timing and messaging of cross-sell offers based on a particular client’s KLIs to achieve higher conversion rates and an improved campaign ROI.

Make personalized, relevant 3rd-party offers to your customers based on their unique KLI classifications.

Monitor triggers that identify potential cash flow issues and opportunities and then make appropriate contact with customers.