Solution: Omni Sales and Service
Redefining the collaborative customer experience
100% paperless
- Abandonment, retargeting, and conversion
- Omni-channel
- Cross-channel workflows
Redefining the collaborative customer experience
100% paperless
- Abandonment, retargeting, and conversion
- Omni-channel
- Cross-channel workflows
Get “the one that got away” back
- As many as 33% of consumers open accounts online
Up to 72% of all bank product applications started online are never finished
Retargeting abandoned online applications with timely product-specific emails can increase conversion rates by 30%
Empower your sales team — increase your return
Give your sales team the power to reach beyond a physical network using collaborative tools such as enterprise-wide referrals and shared pipelines.
Provide managers with tools to create a goal-oriented sales team, chart sales effectiveness, rate opportunity quality, and identify warm leads.
Empower your sales team — increase your return
Give your sales team the power to reach beyond a physical network using collaborative tools such as enterprise-wide referrals and shared pipelines.
Provide managers with tools to create a goal-oriented sales team, chart sales effectiveness, rate opportunity quality, and identify warm leads.
Omni Sales & Service • CRM • Customer Service • Fulfillment • Loan Origination
Innovation Timeline
Omni Sales & Service: A customer-centric software solution for acquiring account fulfillment workflow. The solution also supports onboarding, retaining, growing, and servicing customers.
