Some details
A processing platform for selling banking products and supporting customer-facing services through electronic channels, such as portal, online &, mobile banking, call center, and IVR.
Solution capabilities:
1. Defining the product offer and exposing it through a selected electronic channel and the call center.
2. Designing and executing the full sale process for banking products, complete with signing
the agreement and activating the product by the Customer.3. Selling most banking products both through onboarding processes (for new customers) and through x-selling processes (for existing customers).
4. Managing the whole process of data flow and verification in the Bank’s internal systems.
5.Support for the Bank’s staff in the ongoing operation of business processes and in contacts with the customers at all stages of the sale process.