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.
- 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.