TouchPoint Sales and Service

TouchPoint Sales
TouchPoint Sales from FIS™ is an enterprise sales management platform that helps financial institutions drive long-term earnings growth across consumer and commercial banking business segments. With its built-in, best-of-breed enterprise sales force automation and contact management capabilities, it delivers an integrated, 360-degree view of customer relationships and activity across all delivery channels and all lines of business. Team members throughout your institution have a consistent picture of each customer’s total relationship, its impact on your profits and any relationship-building opportunities that have been identified.

TouchPoint Service
TouchPoint Service enables you to service 80 percent of customer requests from a single screen, generate the appropriate fulfillment and identify sales opportunities. The result: increased efficiency and greater customer satisfaction. Built into TouchPoint Service is a robust workflow-management capability that automates business processes so even new hires will find the steps intuitive – no matter how complex the underlying series of tasks. Because of our deep knowledge of financial services operations and our exclusive focus on the industry, FIS provides best-practice, out-of-the-box workflow processes such as address change, customer account maintenance and CD renewal.