Role of the Banker

Improving banker efficiency and customer experience.

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Expand the Role of the Branch

The role of the branch has evolved in an Omni-channel world. How can the institution meet needs and develop relationships while maximizing efficiency across channels?

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Empower bankers to meet needs detected in other channels

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Integrate with accessible human
support

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Equip bankers with a 360-degree view of customer information

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Automate workflows for referral and pipeline management

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Reduce time spent completing tasks

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Optimize staff capacity

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Empowering Branch and Contact Center Staff

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, staff access to key data creates 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.

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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.