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Channel Integration

TouchPoint Suite

Channel Integration provides consistency across delivery channels

Our TouchPoint® suite of customer interaction solutions helps financial institutions enhance sales and service through all delivery channels, including the branch, the contact center, the Internet and your network of relationship managers. At the heart of the suite is Xpress® Enterprise Services, the architecture that provides efficient, consistent, informed communication across all delivery channels.

The suite is available in modules, enabling institutions to address their greatest needs first then, add more capabilities as needed.

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 Cross-Sell Manager recommends the next-best product and intelligently routes opportunities, based on configurable rules, to the appropriate location and user for additional sales efforts and/or fulfillment. TouchPoint Cross-Sell Manager also tracks previous offers and calculates when/if to re-present. 

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. It also enables employees and sales managers to track performance, learn from their successes and quickly share best practices with others.

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. With all eyes on the bottom line TouchPoint Business Intelligence enables decision makers and other key stakeholders to take advantage of access to comprehensive, timely sales performance information.

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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