AI Copilot for Bank Branch Managers

Elevating Sales Opportunities and Proactive Decision-Making with AI

Introducing the Retail Banking Relationship Manager Copilot – a cutting-edge AI solution crafted to revolutionize the roles of Relationship Managers in banking and financial services.

Empowered with advanced "financial services" skills by VeriPark, the Microsoft Copilot becomes an invaluable assistant for Relationship Managers.

The Retail Banking Relationship Manager Copilot excels in pinpointing sales opportunities, including identifying clients with varied needs, spanning from maturing certificates of deposits and fixed deposit (FD) accounts to unused credit cards and expiring insurance policies.

This not only accelerates day-to-day business activities for Relationship Managers but also efficiently drives new sales opportunities by reducing follow-up time, enhancing the overall customer experience, and enabling well-informed decisions.

AI in banking has the potential to transform the roles of Relationship Managers. The Retail Banking Relationship Manager Copilot, anticipates customer needs, identifies escalated cases, uncovers growth opportunities, and suggests tailored actions, ensuring an agile response to evolving customer demands.

The Retail Banking Relationship Manager Copilot seamlessly integrates into VeriPark's Banking CRM solution, VeriTouch, offering a powerful combination of AI-driven insights and proactive strategies.

Key Benefits

Efficient Sales Opportunities: Reduce follow-up time and accelerate business activities.
Hyper-Personalization: Tailor communication and recommendations for a superior customer experience.
Proactive Decision-Making: Access predictive analytics for proactive strategies, ensuring sustainable portfolio growth.