Get new customers and provide them with
the best customer service.
A clear offer suited to your customers’ needs builds their trust. They can also save
it and return to it via any channel – online, branch, contact centre or virtual branch.
Thanks to a cohesive platform, you can successfully win over customers
and maintain control over the entire onboarding process.
Based on the objectives and needs entered, the solution will choose the best financial products tailored to your customer’s situation
The module enables the user to perform and compare simulation results and make a final choice regarding selecting a product
Encourages contact and cooperation thanks to a zone entered by logging in. Your prospective customer will have access to their own simulations, questionnaires and information about promotional products.
A quick and convenient way for your customers to contact you by arranging a meeting with an advisor at any branch
You learn about your prospective customer and offer them exactly what they expect.
A quick and simple survey of the customer’s needs with the possibility to use a survey
configurator and save the results under any login or to a prospective account.
Possibility to return to where you left off in any channel and at any time
Making the work of advisors and contact centre employees more efficient
Thanks to innovative tools, you gain the trust of your prospective customer. Performing product
simulations with a way to save them not only gives your customer access to the full scope of information
about your offer, but also makes for a perfect opportunity to offer new complimentary products.
You make a customer-friendly self-service zone for your prospective customer. It is a convenient place for storing
all the simulations and questionnaires saved earlier. It facilitates contact and arranging a meeting with an advisor
via any channel. It also makes for an ideal space for presenting new offers to your customer.
No need to store
with a new customer
Logging in via
Facebook, Google or Linkedin
Omnichannel Onboarding enables the customer to arrange meetings with advisors in any location
at a convenient time. The feature of sharing conversation topics will ensure that the advisor will always
be fully prepared. Thanks to SMS and e-mail notifications, you can confirm or cancel the meeting.
A meeting with an advisor
without having to wait in line
Notification about the meeting
and a way of cancelling it
Every customer is different. Regardless of
whether they start with product simulations
or a visit to your branch, with our solution
you will be ready for all scenarios.
You tailor your offer
to the customer’s needs
You improve lead
conversion and sales
You ensure a cohesive
You facilitate and speed up
the customer’s decision process
You control the onboarding process
in all communication channels
Anna PietrońDivision Director
+48 517 911 firstname.lastname@example.org