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Multi-Channel Sales Tools

Multi-Channel Sales Tools

Finacle finanz tools have been deployed across many kinds of sales channels  including Internet, branch networks, telephone call centres and broker networks. Finanz tools permit an organisation to interact consistently with its clients regardless of where that contact occurs. Clients can visit a branch to have sales staff construct a personalised illustration for them which is then saved and accessible later to the client at home via the Internet for review, and also available to a call centre operator and branch staff if the customer should telephone or visit with further questions.
  

We work closely with our clients to customise the user-interfaces of our tools to suit the story that they want to tell.

This enables different views of the calculators to be presented in different channels, in all cases performing calculations based on the same internal calculation engines.

This allows for simpler wizard-based tools to be offered on the Internet, and more analytical tools to be used in branches or with brokers.

It is even possible for a scenario generated in one channel to be accessed in another channel. Imagine how impressed your customer would be if a scenario which a mobile manager prepared for them offline could be recalled anytime online or in a branch for review or adjustment.

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