The TouchPoint Suite from FIS

FIS’ TouchPoint suite of customer interaction solutions helps financial institutions enhance sales and service performance through all delivery channels, including the branch, the contact centre, the Internet and your network of relationship managers.

With TouchPoint, You Will Have the Solutions You Need to:

  • Consolidate customer and account data so service requests can be handled efficiently and effectively
  • Automate routine monetary transactions and the administration of cash and vaults
  • Improve the account-opening process by simplifying data entry, managing documentation and disclosures, and automatically routing work
  • Improve sales effectiveness by managing campaigns, contacts, prospects and opportunities
  • Create, send and track sales referrals

About the TouchPoint Suite

TouchPoint Service consolidates customer and account data so service requests can be handled efficiently and effectively; provides a customer-centric view with contact history, account relationships, current work in progress and cross-sell opportunities; and includes ready-to-use, account specific profiles and workflow enabled business processes.

TouchPoint Sales helps financial institutions identify, track and close sales, with prospect, opportunity, portfolio and contact management features.

TouchPoint Account Opening re-engineers and expedites the deposit-account opening process; supports the cross-sell of complementary products and services; manages documentation and disclosures; and routes tasks to appropriate areas.

TouchPoint Cross-Sell Manager automates and streamlines the entire referral process from start to finish, and enables representatives to originate referrals for all products, regardless of line of business, and track their status through completion.

TouchPoint Marketer enables the sales force to target the right product to the right customer at the right time, based on local market needs and opportunities. Corporate lists are systematically deployed, and campaign success is tracked throughout the institution.

TouchPoint Business Intelligence empowers decision makers across the enterprise with up-to-date information within their spheres of influence. With the incorporation of industry-leading business intelligence tools, graphical representations of sales performance can be tracked and depicted through charts, graphs, and other analytic tools.
TouchPoint Teller simplifies teller and branch operations. It enables users to perform monetary transactions, administer and manage cash and vault drawers, leverage cash dispensers and other peripheral devices, perform administrative tasks for managing the teller system and staff, and report on all teller- and cash related activities.

TouchPoint ATM enables financial institutions worldwide to capitalize on consumers’ evolving expectation that they should be able to bank anywhere, anytime. By leveraging a service-oriented architecture and data aggregation, TouchPoint ATM reconstitutes the ATM channel and provides financial institutions with new marketing and sales opportunities at the only delivery channel historically lacking a qualified direct-sell capability.

 

 

 

 

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