Sales Automation

Transform your branches and on field resources in an effective point of sale.

Where critical face to face operations processes like KYC, products showcase, advice, quotation and illustration, product origination, payments and transactions execution can be combined with and be part of a fully digital, multi-device and omni-channel experience for your prospect and customers.

Ready to go omni-device functionalities

  • Product showcase, quotation, simulation and illustration tools for all type of banking, saving, investment, lending, insurance products
  • Complete paperless KYC, onboarding and origination activities with embedded sign on glass, digital or electronic signature. Support for multi role multi step processes allowing customers to track and participate to the process from their mobile app.
  • Straight through processing transactions and order management with integration of core banking, third party and payment systems
  • Extended single client view, sales analytics and monitoring tools to be integrated with your CRM system (interfaces to SugarCRM, MS Dynamics available)

Other solutions compatible with Sales Automation:

Learn more about Sales Automation

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