IND Sales Front-end

Increasing competition requires banks not only to reach excellence in customer servicing but also to create custom-tailored product offers, cross-sell offers and product bundles proactively.

IND Sales Front-end provides the bank with a solid, ergonomic sales and service workplace. It supports the customer advisors with customer profiling tool, sales scripts and product information during the entire selling process. Inbuilt performance feedback helps the bank to keep its front-line employees motivated.

 

 

 Need analysis with question tree

 

 Cross - sell offers

 

 Pending issues and analytical offers


IND BFO Business Components

  • IND BFO Transaction Services contain all the tran-sactions which can be
         carried out in the branch or in the call centre,
  • IND BFO Sales Services provide the customer advisor with sales tools.


Highlights

  • Sales tools embedded in the customer service processes resulted in
         higher sales efficiency
  • Ergonomic user interface and solid process management reduce servicing time
         and boost sales activity .
  • Integrated transaction and sales functionality ensures that most effective sales 
          method will be used
  • Flexibility: business rules can easily be configured by business administrators. 
  • Fully integrated multi-channel approach: all sales opportunities can be shifted 
         between channels supporting cost-effective targeting and execution.


Functionality

Transaction Services in the support of

  • Account management transactions
  • Cash deposit and withdrawal transactions
  • Bank card transactions
  • Payment transactions
  • Investment transactions

Sales Services


Sales tools help the customer advisor in pro-active selling of financial products:

  • Customer profiling tool objection handling
  • Financial product reasoning
  • Customer advisory
  • Cross/up/down-sell based on predefined rules
  • Product bundle
  • Flexible sales tool configuration
  • Follow-up activity management
  • Churn management tool: special pre-configured retention offers and processes

Motivation and monitoring tools

  • Setting targets for the customer advisor
  • Monitoring the sales performance of the customer advisor
  • Controlling the customer servicing time