Core Banking Solutions - Retail Banker Customer Journey - FIS Global

Robinson FamilyTeachers

About Robinson Family
  • Names: James, Tamara, Denise and Robby
  • Ages: 43, 41, 16 and 13
  • Location: Wilmington, DE
  • Homeowners: Yes
  • Jobs: Both James and Tamara are teachers in the Wilmington Public School District
  • Annual income: $130,000
Robinson Family's Challenges
  • Managing the family finances and living comfortably.
FIS Solutions
  • FIS Core Banking Solutions.

Robinson FamilyTeachers

Learn More
X About Robinson Family
  • Names: James, Tamara, Denise and Robby
  • Ages: 43, 41, 16 and 13
  • Location: Wilmington, DE
  • Homeowners: Yes
  • Jobs: Both James and Tamara are teachers in the Wilmington Public School District
  • Annual income: $130,000
Robinson Family's Challenges
  • Managing the family finances and living comfortably.
FIS Solutions
  • FIS Core Banking Solutions.

The Robinsons were customers of a small bank that was recently acquired by FamilyFirst Bank. They were amazed how quickly they had access to all FamilyFirst's systems.

The bank has recently launched some new, innovative products and services enabled by 3rd party partnerships. James and Tamara sit down and review what’s available.

Tamara calls the bank to learn about their credit cards. She’s closing her current card. The agent pulls up her family’s info and makes a special offer for a card.

James gets an alert on his phone that his account balance is below his predefined amount. He logs into the app and sees that Tamara paid off their credit card balance.

Denise is about to start a summer job working at the local pool. Tamara opens a joint checking account with her from her laptop so Denise can start saving.

Robby is playing on a traveling summer baseball team. The cost is $2,500 and James took out a small loan from the bank without even needing to go into the branch.

James and his sister are throwing a 50th anniversary party for their parents. He pays her for the catering through his mobile banking app.

Tamara sees that their monthly account statements have arrived in her email inbox. She checks it out to make sure Denise isn't spending all her money from work.

       
   
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Post-merger Integration
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API Gateway powered by FIS Code Connect
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Tailored, customer-centric view of the full customer relationship including household. Learn More >
Personalized Offers
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Online Account Opening
Open accounts without setting foot into a branch Learn More >
Instant Loans
Automated, short-term loan program that allows access to cash at affordable interest rates, while staying compliant. Learn More >
Zelle®
Send money to friends and family instantly through your mobile banking app. Learn More >
Paperless Statements
Save paper and costs by sending customer statements electronically Learn More >
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