Increase sales and acquire new customers using the potential of electronic channels. Enhance your customers’ experience offering them a digital management of the banking products sales process.Contact us
Defining the product offer and exposing it through a selected electronic channel and the call center
Designing and executing the full sale process for banking products, complete with signing the agreement and activating the product by the Customer
Selling most banking products both through onboarding processes (for new customers) and through x-selling processes (for existing customers)
Managing the whole process of data flow and verification in the Bank’s internal systems
Support for the Bank’s staff in ongoing operation of business processes and in contacts with the customers at all stages of the sale process
a website (with RWD-Responsive Web Design support) focusing on winning new customers and selling banking products, featuring a content management system (CMS), offer presentation, and tools for simulation, calculation, and comparison of financial products, with seamless navigation to online forms.
a graphical form editor and online-application generator, with RWD support for mobile devices.
defining and designing business processes with a graphic modeler and process engine compliant with the BPMN 2.0 standard
an extensible product configurator for managing banking products and preparing the sale processes, supporting (among others) definable product types, categories, and properties, as well as definable product bundles (e.g. current account with a payment card) and configurable templates for printouts and agreements.
supporting and managing business processes by dedicated teams in the Bank (BPMN Tasklist, BPMN Cockpit)
The product has been recommended Gazeta Bankowa.
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