The inBranch Engage product augments the standard branch functions by providing customer- and community-focused interactions and work flow.

The branch-based administration of receipt messages or customer alerts facilitates a local focus for the branch.

The ability to create, track, direct, and action member queries, issues, or product inquiries delivers a continuity of service across the organization. The product promotes sales opportunities through its own campaign management tool that pro-actively identifies customers to the inBranch Transact user if the customer qualifies for campaigns.

Institutions benefit from these functions through the promotion of relationships, communications, work-flow and sales opportunities.

Main Functions

  • Create and manage campaigns
  • Create campaign scripts for target customers
  • Store and manage customer interactions
  • Assign actions to individuals and groups
  • Track teller activities
  • Customer base analysis
  • Manage extra customer fields

Request a Demo

We would be delighted to take you through the functionality within inBranch, our suite of branch applications.


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