...
Product types
Relationships to offers
Invitations
Campaigns and promotions
Banker and agent association
Account data
Obtain lifecycle and status metrics on Alliance accounts, banker performance and incentive tracking with data from the Account Metric Service. Gain insights into funnel...
Tags: metrics, KPIs , reporting, offers, invitations, applications, accounts
...for offers.
Retrieve details about existing invitations.
Workflow
Example use case
Request offers
A sales agent for an organization that uses the U.S. Bank Alliance Partner program is talking to a customer about a banking product. Using the company’s customer service system, the agent...
Tags: offers , invitation to apply