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Increasing Bank Branch Sales Opportunites

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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 Showcased Partner Solutions
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Showcased Partner Solutions

MARINER: Retail Banking Scorecard

Mariner specializes in business intelligence and data warehousing to help clients in the financial, manufacturing, utility, retail and healthcare industries.   As a Microsoft Gold Certified Partner with competencies in Data Management & Information Worker solutions, we help organizations manage performance through insightful business scorecards and dashboards, advanced analytics and thorough planning and forecasting.   This demonstration shows how banks can use BSM 2005 to improve retail banking operations.  Using a business case, the demo shows how poor performance can be isolated and corrected.  Four views of the scorecard are shown beginning with the Chief Banking Officer’s scorecard of the entire retail banking organization and drilling down through the Regional Manager, Branch Manager and Teller scorecards.  

Telrex Communications LLC: CallRex IP Call Recording & Monitoring for Office Communications Server 2007 and Office Communicator 2007
CallRex software provides business-class IP call recording and monitoring for Office Communications Server 2007 and Office Communicator 2007. For businesses that record and monitor phone calls for regulatory compliance, dispute resolution, training and security, CallRex enables the deployment of Office Communications Server 2007 and Office Communicator 2007. CallRex integrates with all of the leading IP telephony systems and supports multi-vendor environments enabling business customers to add Office Communications Server 2007 and Office Communicator 2007 to an existing IP telephony deployment while ensuring all calls can continue to be recorded and monitored. CallRex enables 100% call recording, triggered call recording, on-demand call recording and live monitoring from anywhere on the network.  Affordable and easy to use, CallRex scales to thousands of users across multiple locations and enables search, retrieval and archiving of recorded calls.
UNAPEN, INC.: ClientLOGIX™ - Relationship management specifically designed for investment & wealth managers - client demographics integrated with portfolio accounting data for a single, centralized location for all client information, at the office or on the road.

ClientLogix integrates your relationship management and portfolio accounting data in an easy to navigate, flexible environment.  Dashboards, dynamic groupings of data based upon any criteria, and workflow processes combine to make a single solution that can aid every business unit in a wealth/investment management firm.  Whether your firm does investment manager selection or investment management, ClientLogix works for all types of firms, securities and clientele.

ClientLogix integrates with the major portfolio accounting systems that help you to manage a variety of account types- hedge funds, alternatives, mutual funds, etf, fund of funds, balanced, separately managed, institutional, high net worth.

Showcased Partners with Relevant Capabilities

Securent, Inc.: SharePoint Entitlements and Permissions Management
Securent Entitlement Management System (EMS) is the first XACML standard-based solution that allows organizations to create, enforce, review, and audit fine-grained access policies across heterogeneous application and IT environments distributed throughout the enterprise, all with centralized management and visibility.  EMS for SharePoint extends these abilities by enabling customers to bring their SharePoint -based assets unde the same management umbrella.
Better Idea Group: Quick-Payment 2007

Quick-Payment is an add-on solution that enhances the value of Office Accounting by enabling merchants selling tangible goods or services in a non face-to-face, mail order, Internet or telephone order environment.  Besides accepting credit cards in a way that improves the reliability of Office Accounting, Quick-Payment provides tools for merchants like "quick entry" and "quick research"  that reduces the complexity of processing alternative forms of payment.

 

Finally,  Quick-Payment 2007 enables the IP Commerce network so new payment choices like electronic check capture and ACH are made available  to merchants  constantly. Not just a credit card processing application, Quick-Payment 2007 is a new class of payment processing options that provides back-office merchants accounts with the ability to choose between numerous payment providers.

Find Other Partners

Search for partners in the Microsoft Resource Directory, your one-stop Web site for finding technology partners who offer a broad range of products, services, and solutions based on Microsoft technologies. The directory includes packaged software, solutions offerings, and training from Microsoft Gold Certified Partners, Certified Partners, and Registered Members.


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

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Wealth Management


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