Omnichannel Sales Platform

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Overview

Our onboarding solution is simple, secure and seamless helping banks and credit unions turn their online and mobile engines into strong conversion tools. We drive growth by strategically leveraging and positioning your product offerings while building a collaborative onboarding experience leveraging all your channels – online, branches, and call centers.

Key Features

  1. Unified account opening platform supporting multiple products (consumer, SMB & commercial accounts) & all channels (online/mobile, branch & call center)
  2. Smart abandon lead management engine to drive and convert qualified leads
  3. Seamless integration with digital banking to support product cross-sell
  4. Ability to start and submit multi-product application
  5. Real-time sales tracking & reporting
  6. Fully API driven extensible platform built on cloud

Key Benefits

Omnichannel experience

  • Identical user experience across all channels
  • Support product families across Consumer & SME segments

Build & deepen relationships

  • Increase customer: product ratio via intelligent cross-sell
  • Leverage data from internal or external sources

Real-time sales management

  • Pre-configured performance reports for all channels & products
  • Adjust & calibrate performance based on funnel insights

Speed to delivery

  • Deploy solution & experience through intuitive configuration
  • Intuitive sales process reduces training & adoption time

Omnichannel experience

Product/Service details

Geographic Availability
North America