Branch offices face a host of daily operational and service challenges so it's not surprising that managing sales often slips to the bottom of the list.
What if your branch agents could have a daily prioritized list of high quality customer leads to work every day? An easy way to generate and manage referrals? A complete customer relationship view when making customer service calls? The ability for managers to track sales and referral performance and progress on the fly? And all of this without a major financial investment or major modifications to your existing banking systems?
ASA's Customer Opportunity Advisor for Banking (COA) addresses these important banking challenges and provides facilities for:
- Generating and prioritizing quality sales leads and opportunities
- Effective Inbound and Outbound cross-selling
-
- End to end referral management and tracking
- Reducing many types of attrition including run down, run off, and churn
- Promoting the right products to the right customers at the right time
- Tracking sales and performance progress
Download the Customer Opportunity Advisor for Banking Solution Brief
ASA’s Customer Opportunity Advisor for Banking™ identifies and prioritizes customer opportunities, recommends the optimum action, and delivers timely and relevant supporting information to agents. COA assists in the delivery of highly effective and individualized customer interactions whether they are inbound or outbound. The result is higher sales, lower attrition, higher value customer interactions, and greater visibility of sales and lead management performance. And COA integrates easily to your current MCIF, Core Processing, and data repositories meaning minimal disruption of people and projects.
|
|
|
