Increase Loyalty with Customer Needs Management
Connects equips financial institutions with opportunities to guide customers through their financial journey and inform timely purchasing decisions. Insights into customers’ needs and goals empower bankers and staff to deepen relationships and drive revenue growth throughout the customers’ lifecycle. Differentiate your financial institution with relevant engagement and tailored interactions.
Bank Products
Offer customers relevant products and services that fit their financial needs.
Lifestyle and Behavioral Events
Deepen relationships by engaging with your customers at important stages in their lives.
Financial Goals
Your customers want personalized financial guidance. Understand their goals to satisfy their need for relevant education and products.
Personalized Financial Planning with Accumulator
Accumulator leverages financial calculators and ‘what-ifs’ to tailor goal planning to customers’ needs and self-disclosed financial information. Full visibility into the customer’s goals and history empowers bankers to proactively engage with customers through education and assistance in reaching their goals.
Read more: Strengthen Your Customer’s Financial Roadmap
Respond with Timely and Relevant Engagement
Proactive engagement provides a competitive advantage in attracting and retaining target customers and expanding share of wallet. The solution selects and deploys content relevant to the customer’s needs, their communication preferences, and the timeliness of the opportunity, ensuring the highest probability of a conversion.
Learn more: Customer Needs Management
Sales and Sales Performance Management
ARGO’s Sales Management solution empowers staff to turn opportunities into funded relationships, using real-time insights, guided workflows, performance dashboards, and coordinated follow-ups that eliminate friction and increase close-rate efficiency.
Pipeline tracking and forecasting
Gain better visibility into future revenue projections with improved forecast accuracy. Qualified leads are directed to a banker’s pipeline. The workflow then moves the lead through the sales process. Pipeline management analyzes past results to calculate aggregate closing probability and precisely forecast all sales opportunities.
Banker goals and performance tracking
Incentivize your sales staff with defined goal targets aligned to your growth objectives. Then, manage performance at the banker and enterprise levels. Banker dashboards monitor goal achievement with pipeline tracking and insights into active campaigns and referrals. Management dashboards provide a macro view of enterprise performance that can be drilled down to the region, branch, or individual level.
Banker campaigns
Connects leverages a balance of digital and staff engagement to ensure communication is well-timed and relevant based on factors such as goals, segmentation, and life stage. Calls to action guide customers towards conversion through offers, education, financial planning, and online appointment scheduling.
Connects leverages a balance of digital and staff engagement to ensure communication is well-timed and relevant based on factors such as goals, segmentation, and life stage. Calls to action guide customers towards conversion through offers, education, financial planning, and online appointment scheduling.
Referrals
The solution intelligently routes staff- and customer-initiated referrals to the individual or team best equipped to meet the customer’s needs. The referral contains lead information, including name, contact details, product of interest, and other relevant details to ensure a smooth transition.
Achieve success with Sales Management Tools
Increase staff productivity with dashboards designed to efficiently manage daily activities and deepen customer relationships without switching between platforms.
Learn more: Sales Management
