For many banks and financial institutions, determining the best strategy for delivering seamless customer service within the branch can be a challenge today due to the number of different applications being used.
AcceInfo suggests CRM based single application within the branches to enable banks to streamline their business processes, by connecting front-office to back-office systems.
Providing a 360-based software solution that easily looks-up customer account information, Acceinfo’s ‘Branch Transformation’ solution allows CSR’s, Teller/sellers and advisors to efficiently execute transactions; this would include loan origination, account origination, financial planning and transfers, opening cases and opportunities and overall creating high value sales and customer service center’s.
- One Solution Platform in Branch
- Built-in Workflow System for Activities & Approvals
- Omni-Channel Architecture
- Built-in Policy coherence
- Role Based Feature – Teller/Seller & Advisor
- Back-Office Module and Comprehensive Reporting & Dashboards
Book a Demo and find out how we can take your business to the next level.