Your Mobile Branch
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optichannel powerful sales tool for financial products Your Mobile Branch
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Transcript of Your Mobile Branch
optichannel powerful sales
tool for financial products
Your Mobile Branch
optichannel powerful sales
tool for financial products
Your Mobile Branch
- Sales of financial products in the branch or point of sale
- Support of all acquisition and onboarding processes
- Visually attractive simulations
- Presentation of the third party products as a subject of loan or insurance
- Integration with any external system (work-flow, CRM, core banking etc.)
optichannel powerful sales
tool for financial products
Your Mobile Branch
Login into Your Mobile Branch
Start conversation
Offer the product
Offer financial product
Show simulation
Fill in the application form
Finish the process
Collect contact information
What: Product purchase + credit / insurance Where: Partner’s point of sale
optichannel powerful sales
tool for financial products
Your Mobile BranchWhat: Private banking or corporate banking advisory Where: Bank’s branch
Login into Your Mobile Branch
Start conversation
Offer financial product Show
simulationFill in
the application formFinish
the process
Authorize your customer
optichannel powerful sales
tool for financial products
Your Mobile BranchWhat: Self-service credit stand / credit application Where: Big retail shops
Cash loan processing
Finalize the process at the cash desk
Fill in the application form
Scan your ID card
Scan your invoice
Print your agreement
Authorize on your account
optichannel powerful sales
tool for financial products
Your Mobile BranchWhat: Account opening Where: Partner’s point of sale / mobile point of sale
Complete the application formRegister / assign
mobile numberRegister / assign
the starting kit / card
Login into Your Mobile Branch
Scan ID card
Finish the process
optichannel powerful sales
tool for financial products
Your Mobile BranchWhat is behind?
Application form design and managementWeb based tool to design and manage responsive application forms is an integral part of the solution.
Process monitoringWeb-based montoring tool has powerful reporting module, it is possible to define any kind of reports related to sales activities.
Work flowWork flow solution is an integral part of the system, but there is a possibility to use also external systems, already implemented in the organization
IntegrationsThe solution gives you possibilities to integrate with any external system, based on web services, enterprise service bus or other methods. Process design
Process design tool is an integral part of the system, but it is possible also to import process diagrams (UML 2.0) from any other system
Look&feelLook&feel adjusted to your brand’s needs
Strong foundation
Your Mobile Branch is based on UniSystem, proven IT solution, already implemented in e.g. mBank (in Poland, Czech Republic and Slovakia), BGŻ BNP Paribas, UNIQA and BRE Ubezpieczenia.
Innovative usage of ready components guarantees frictionless implementation and reliability.
Case studies or more detailed description of the UniSystem solution are available upon request.
optichannel powerful sales
tool for financial products
Your Mobile BranchNeed more information?
Maciej Kostro
+ 48 604 160 370
