It's no secret branch transactions are declining. At the same time, financial advice is needed more than ever. Drive warm leads into advisory conversations with Financial HealthCheck.
Siloed service roles are costly and create a poor client experience. Open up your branch floor-plan and enable Universal Associates with Teller Towers, integrated cash recyclers, and RTA.
Adoption and usage of digital channels averages around ONLY 30%. Effectively promote and onboard clients right in the branch with digital signage, tablets, and tutorials for hands-on learning.
Organizations invest huge amounts of time, effort, and money into new branch experiences. But often, the new strategies fail to take hold. Get your front-line staff ready to execute with Delivery Defined.
Talking about money is often taboo, and that can make initiating product conversations with clients awkward. At the same time, declining transactions are forcing banks and credit unions to rethink how they can connect face-to-face with clients.
In less time than it takes to post your latest meal on Instagram, Financial HealthCheck (FHC) is an online tool that helps anyone self-assess key financial indicators in 90 seconds. Users instantly receive a report on how they're doing financially, where they stand in comparison to their peers, and then prompted to connect with one of your associates in the branch to further improve their financial health.
The Rapid Refresh package includes a branded FHC website tool and up to 5 branch URLs.
Siloed staff roles are costly and teller lines create a confined, poor client experience. Open up your branch floorplan by removing teller lines and shifting to Teller Towers equipped with cash recyclers.
Even better, a Fintech Product of the Year called RTA enables Universal Associates who can handle all transactions from start to finish. Your operating costs are lowered, staff becomes more efficient, and advisory conversations increase to enhance your client experience.
Your package includes 2 Teller Towers, 2 cash recyclers, 2 RTA licenses, all the integration software licenses, new flooring and lighting around the Teller Towers, and installation of all the elements. For branches with less than 6,000 transactions per month, we recommend 1 Teller Tower and 1 cash recycler.
Adoption of digital channels averages around 30%. This is largely due to non tech-savvy clients unwilling to use tools they aren't comfortable with, and staff who are hesitant to show them how.
Start effectively onboarding clients right in the branch with digital signage promoting the value of using mobile tools, and tablets loaded with tutorials for hands-on learning. Adoption rates go up, your clients are happier, and your staff can now be advisory client heroes.
Your package includes 1 Dynamic screen, 2 tablets, and 4 content templates to get you started.
Organizations invest huge amounts of time, effort, and money into new branch experiences. But often, the new strategies fail to take hold.
Get your front-line staff ready to execute your new branch experience with Delivery Defined. This web-based training program is filled with all the learning modules your staff needs to deliver client delight and understand how to provide service in your new environment.
You receive unlimited access for 1-year to Delivery Defined Academy.