Need: Human Asset Management
Redefining the Role of the Banker in an Omni World
Empower bankers to meet needs detected in other channels
Enhance customer experience with accessible human support
Equip bankers with a 360-degree view of customer information
Automate workflow for referral and pipeline management
- Reduce the time spent completing tasks
- Optimize staff capacity
Evolve the Roles of the Branch and Contact Center
Transform your branch and contact center into proactive engagement rather than reactive destinations waiting for traffic. The information collected in the digital channel provides the insights a banker needs to approach and delight customers. A universal desktop provides seamless access to monetary transactions, services, sales, fulfillment, and advisory support from a single touchpoint. Whether inbound service or outbound sales, key data is available to create a best-in-class customer experience.
Positively Impact Customer Experience with a 360-degree Customer View
While digital adoption reduces staff contact with customers, your staff can make the most of every interaction with a consolidated window into customer information. A 360-degree view of information from digital and human channels allows staff to focus on meeting needs.
Improve Workflow Efficiency
Streamline the execution and tracking of complex transactions, ensuring efficient, consistent, and timely process completion. Empower your branch and contact center staff to originate or resume complex customer transactions. Automate workflow routing and tracking to the back office or specially skilled parties for high performance against SLAs.