Omnichannel sales and servicing
Experience Customer Insight
Experience Customer Insight centralizes the customer knowledge within a bank and provides it as a consistent and reliable service for all operational processes enabling 360 degrees' view of customer relationships. It is the backbone of a customer-centric approach that is consistently applied in all frontline applications.
Experience Customer Insight enables centralized input, maintenance and review of client data. It provides possibilities for keeping a record of and maintaining a relationship with the customer, monitoring client's behaviour towards the bank (loyalty, interactions and regular fulfillment of obligations), and additional data on the client, obtained through integration with possibly numerous and diverse systems involved.
Experience Branch efficiently supports sales and servicing activities on assisted channels, including the continuation of processes initiated through other channels.
With a modern sales product catalog and flexible pricing, lead management, and capability to tightly integrate with the core system during (not only after) the sales process, it is a powerful sales tool which seamlessly integrates sales with banking core business. It comes with included performance monitoring system: the ability to set sales targets and to track target realization.
Teller module supports a wide range of customer services such as cash deposits and withdrawals, payments, money transfers, and other. It enables single settlement for multiple cash transactions at the end of the customer servicing session, with a denomination structure entry. It comes with an included cash and inventory management system that enables maintenance of various inventory stores such as cash desks and treasury vaults, and managing movements between these stores.
Experience Loan Origination
Experience Loan Origination is a specialized solution for selling loans.
It is capable of conducting the entire sales process, including (prospect) customer advisory services, creating and negotiating offers, concluding or rejecting agreements, and finally monitoring and servicing arrangements. It is a flexible solution that supports different client segments, enables segment specific offerings, supports fast introduction of new products and services to the market, emphasizes open and scalable architecture, robust security, and it provides the agility to support current and future customers' demands, as well.