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.

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Connects Human Asset Management

Balancing high impact technology with high touch relationships through the evolving role of your staff assets

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