- Direct Sales Agent App for Win 8 & Win 10
- Corporate RM: 360° Corporate Customer View in Finance World
- Wealth Management Application
- 360 Single View of Customer
- Sales Force Automation and Lead Management
- Marketing and Campaign Management
- Service Request and Complaint Management
- Contact Center Automation
- Online Selling
- Social Media Integration
- Customer Retention
- Loyalty Management
- Account Origination
- Branch Automation
- Branch Teller
- Branch Advisor
- Resource Center
Shifting the traditional way of doing business with banks from "The customer goes to the bank" to "The bank goes to the customer".
Direct Sales Agent (DSA) App for Win 8 & Win 10 is developed for agents to complete banking or insurance products sales easily on their tablet. It is part of VeriPark's VeriTouch Banking CRM Solution running as an application on Windows 8 & Windows 10 both offline and online.
How Does the Solution Work?
Banks or insurance companies usually send SMS market campaigns to their targeted customers informing them about the new products. The Direct Sales Agent App for Win 8 & Win 10 starts working instantly once the customer texting back with a positive answer. Next, the opportunity gets created in the CRM, assigned to the DS agent, and automatically pops up in "My Activity" area on the agent's tablet.
During the customer's visit, the DSA can access all personal and financial information of the customer. By using the product calculators, the agent can check the eligibility of the customer for a specific product. The new DSA solution has also an equated monthly instalments (EMI) calculator function that calculates important details related to the product. Moreover, the DSA solution gives a great cross-selling opportunity to the agent checking the eligibility and convincing the customer on the spot.
The outstanding feature of the DSA solution is the simplicity of closing the deal at the customer visit. With just one click, the offer letter is sent to the customer via SMS or e-mail. The agent can also print the application form, gets it signed, takes a picture of it, and process the whole application. The agent can also run a conference through Lync with the authorizer to introduce the customer, approve the transaction, and immediately complete it.
The new DSA solution will help banks to retain customers when they stop going to branches in the digital era.
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