Publisher Description
Smart Banker is an enterprise sales enablement platform powered by fully functional mobile app. Platform helps to bring effectiveness & efficiency in the sales process of customer facing bankers both within the branch & on the field. App also comes with robust set of plugins for enterprise integration and is fully flexible for enhancement, customization & branding. How banks & financial institutions can use the platform? Today, banks & financial institutions have myriad range of products targeted to specific customer needs. Bankers are always on the move to meet potential & existing customers to sell financial products. First, bankers need to be trained on complex matrix of financial products & their features to enable them sell right products to prospective customers. Second, bankers are required carry hard-copies of product flyers, documents, info-graphics, forms, etc., when they meet customers. Not having quick access to the products information while at customer place can mean potential loss of business. With Smart Banker platform - - Banks can centralize all training content & financial products related information on a single platform. - Bankers can quickly access information on financial products anytime, anywhere, enabling them to sell right products & also explain them in detail to customer without hesitation. - Offline access feature enables bankers to download all information including forms, annexures, etc & access any time without need for internet connectivity. - Tools like financial calculators, profilers, verification links, etc assist bankers in the sales process while at customer place. - Features like notifications, calendar events, messaging, forums, etc. help in timely communication & collaboration by top management & fellow bankers. - Robust central administration, authoring, & reporting capabilities help manage access, content and usage in real-time.
Requires iOS 6.0 or later. Compatible with iPhone, iPad, and iPod touch.