DELIVERING THAT EXPERIENCE DIGITALLY AND IN THE BRANCH SETTING IS BOTH CHALLENGING AND MULTIFACETED.

Success depends on the right balance between human interaction and technology.

Most financial institutions say they personalize their interactions with consumers when actually all they do is determine the next cross-sell opportunity. 

Personalization of service involves more than simply implementing a CRM system, employing advanced data analytics or developing a talk-track. Success of a personalization mission depends on an institution’s ability to connect with its customers, build relationships by understanding their needs all while executing effectively across multiple channels, including the branch. 

So, what's your stake in the personalization mission? 

Assisted service technology provides for human interaction in any self-service transaction when and if required or desired by the customer - the gateway to delivering the personalized service today’s customer expects. We create an environment in the branch where staff has the time and opportunity to build relationships.