Increasing Bank Branch Sales Opportunites

A bank branch sales solution can empower bank employees to quickly retrieve required customer information, efficiently match products with customer needs, communicate results with other employees, and provide customized service in real time. Customers who experience better service can make more informed decisions, which can result in increased brand loyalty and profitability for the bank.

Solution Showcase

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  Situation
  Solution
  Benefits

Situation

Branch banking operations face the challenges of meeting increased customer expectations, retaining customer-facing employees, and improving operational efficiency. Many banks use outdated technology to store customer data, including siloed line-of-business systems that are not able to easily communicate with each other. This lack of integration can lead to:

•	Inability to access holistic customer and product information
•	Inadequate understanding of customer needs
•	Missed sales opportunities
•	Limited lead-generation by employees

By improving access to customer information, banks can help their employees better understand customer needs, improve customer service, upsell to existing clients, and increase branch revenue.

Solution

Using a solution built on the 2007 Microsoft Office system can help retail banks improve customer, employee, and operational experiences. It can help increase customer wallet share and loyalty. It can also help retain key employees and increase profitability, by helping you deliver:

Improved Customer Service:

•	Real-time views of integrated customer data
•	Automated processes to assist productive lead generation
•	Improved capability to identify sales opportunities
•	Opportunity to demonstrate product value to customers

Expedited Processes:

•	Easier lead-tracking
•	Quicker workflow and relationship management
•	Streamlined application processes

Integrated Sales and Services Operations:

•	Unified scheduling for customer appointments
•	Collaboration with specialists and remote employees
•	Expedited communication inside and outside the bank branch
•	On-demand online training

Benefits

By adopting a Bank Branch Seller solution, retail banks could realize several benefits including:

•	Improved real-time views of integrated customer data which can provide more upsell opportunities and better customer service.
•	Improved employee productivity and satisfaction with streamlined processes for lead-tracking, workflow, relationship management, and auto-populated forms for application processes.
•	Fast, reliable, and secure communication between employees and specialists in remote locations for faster customer services and increased sales opportunities.

If you have a solution based on the Microsoft Office System, learn more about opportunities to showcase your solution with Microsoft.

Next Steps

•	Contact a Microsoft Representative

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