Sales & Service

The BANKPRO Sales & Service solution is a foundation for deploying, managing, and sustaining frontline employee effectiveness.

BANKPRO Sales & Service:

  • Spans sales, sales management, fulfillment, service quality, and customer support
  • Includes all channels and product lines, including deposits, credit origination, insurance and investments
  • Automates workflow processes
  • Consolidates customer relationship information to:
    • Enrich the customer experience
    • Accelerate revenue growth
    • Ensure compliance
    • Improve operational efficiencies

BANKPRO Sales & Service offers best-of-breed functionality by combining the most flexible customer transaction management with powerful analytics-based sales and service features. It helps you expand customer wallet share and deliver high-quality service through integrated customer relationship, sales management, and fulfillment solutions that support a proactive, needs-based selling process.

Relationship Management

BANKPRO Sales & Service is a complete relationship management solution designed to help your financial service institution maximize your retail strategy by offering:

  • Sales process management that drives top-line revenue growth and increased wallet share
  • Service-quality delivery that contributes to greater customer satisfaction and decreased customer attrition
  • Cross-channel integration for multi-channel customer sales and service consistency
  • Management insight and controls supporting business process flexibility through:
    • Advanced analytics
    • Performance measurement
    • Solution configurability

Support for Multiple Channels and Lines of Business

ARGO supports multiple channels and multiple lines of business through a modular, integrated suite of sales and service solutions. A frontline employee can use a single desktop computer to:

  • Open a new account
  • Create a service request
  • Originate a loan application
  • Initiate an annuity/brokerage account and related mutual fund trades

Optimization of Customer Assets

BANKPRO Sales & Service enables you to optimize your customer assets by:

  • Preventing the customer from being passed from employee to employee
  • Eliminating individual systems
  • Providing the tools that allow frontline employees to meet the customer's needs