Branch of the Future - with MS CRM

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How MS CRM can help you to make a branch of the future work !

Transcript of Branch of the Future - with MS CRM

www.veripark.com

Branch of the Future

Ozkan Erener

CEO

18 Feb 2014

Agenda• VeriPark Introduction

• Mobile App for Queuing System

• Branch Appointment System for Call Center

• Branch Meeter & Greeter Tablet App

• Single View of Customer with Queuing System Integration

• Next Best Offer Display System

• Self-service Terminals with E-forms Abilities

• Automated Customer Satisfaction Surveys

• Public Remote Assistance Kiosk

2

© 2013 VeriPark 6

Mobile App for Queuing System

© 2012 VeriPark

Branch Appointment System for Call Center

© 2012 VeriPark

Branch Meeter & Greeter Tablet App

© 2012 VeriPark

Selling at a Branch VisitQueueing / 360 / Alerts

© 2012 VeriPark

19

Single View of Customer with Queuing System Integration

© 2012 VeriPark

Business Need for Single View

– Provides targeted campaigns information

– Eligible products information

– Loads up in 5 seconds

– Consolidates many screens into one screen

– Increased compliance

– Pro-active actions management

– Consolidated interactions history

Servicing efficiency

Cross sell / up sell tool

Alerting tool

Interaction history display tool

Single View for a retail banking client

Queuing System

Next Best Offer Display System

© 2012 VeriPark

Branch Manager DashboardTargets / Actuals / Offers

© 2013 VeriPark

Branch Manager Dashboard

Self-service Terminals with E-forms Abilities

© 2012 VeriPark

Akbank Concept Branch

© 2013 VeriPark

© 2010 VeriPark 36

Automated Customer Satisfaction Surveys

© 2012 VeriPark

© 2013 VeriPark 45

Public Remote Assistance Kiosk

© 2012 VeriPark

Teller CashRecycler

Remote Location

Video TellerPalm

Authentication

Webcam

Touch Screen Monitor

Customer

Overview

Customer comes to Satellite Branch

Customer initiates Video Conversation

Video Teller receives the call

Customer tells his request to Teller

Video Teller starts Cash Withdrawal Transaction

Teller verifies Customer with Palm Authentication

Teller executes the transaction and Customer receives the money

• Ozkan Erener

• General Manager

• +971 4 304 2438

• VeriPark – www.veripark.com

• oerener@veripark.com

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