Omni Sales and Service2018-12-12T00:01:11+00:00

Solution: Omni Sales and Service

Redefining the collaborative customer experience

  • 100% paperless

  • Abandonment, retargeting, and conversion
  • Omni-channel
  • Cross-channel workflows
Sales & Service

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

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

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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.

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