Digital Omnichannel Customer Acquisition

Accounts Deposits

Loans Overdrafts

Credit Cards Insurances Services

Mortgages

Digital Omnichannel Customer Acquisition

External partners websites

Affiliate networks

Company websites

Internet banking

Mobile banking

How it works Channels Case studies

Financial e-Shop

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Intranet

Branch Call center

Mobile branch

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ATM


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The complete solution for customer acquisition and channel management dedicated to the financial institutions.

PRODUCT DESCRIPTIONKeep the product information in one place, update it instantly and automatically. Use our powerful CMS to manage descriptions, images, pricing, interest rates, regulatory attachments and additional materials.

MULTI-CHANNEL FORMSDesign forms for every channel and device. Enable users to start process online, in branch or over the phone and finish anywhere they want.

PROCESS ENGINEEasily manage all the processes and tasks related to account opening, onboarding, loan or mortgage evaluation. In every channel.

BIG DATA ANALYSISAnalyse sales results from every channel and customers’ journeys through all your processes. Find the best way to attract your customers.

- Advertising channels, affiliate networks- Own internet channels- Branches, call center, ATMs- Internal systems (core banking, CRM etc.)- Internet and mobile banking

Cockpit Tasklist

FINANCIAL E-SHOP

Digital Omnichannel Customer AcquisitionThe complete solution for customer acquisition and channel management dedicated to the financial institutions.

ONBOARDINGThe whole onboarding process is managed in the Tasklists, web-based application to manage tasks, related to processes. All the tasks and assignements are defined in the process model. User, based on their privileges, could complete, claim or stop the process.

HOW IT WORKS

ONLINE FORMOnline forms are managed in the Form Builder, web-based application which enables to create and modify online forms related to existing processes (e.g. account opening) and to add or modify all needed fields with features like validation, description, error and help messages, relations to other fields etc. Designed forms are directly related to processes designed in other modules of the system.

OPENING, SCORING, VERIFICATIONProcesses are designed or imported to the Modeler, a standalone application, responsible for the very first step of the process designing. Then they are managed in Cockpit, web-based application, intended to monitor all running instances as well as to take some actions like suspend the instance etc. Cockipt has the powerful report module, enabling to monitor defined results, errors in the customers` paths etc.

CockpitModelerForm Builder

Tasklist2


Put the Financial e-Shop module anywhere you want: on your website, as a internet or mobile banking module, in the call center, in affiliate networks etc. Adjust list of products to the channel, depends on their specifity. Use the right shape of the application form, designed in the Form Builder by your own.Update product information in one place, using our powerful CMS solution, integrated with the system.Use one process engine to manage all channels and tasks related to sales and on boarding processes.

- Desktop & mobile website- Internet & mobile banking- Branch & mobile branch- Call center- ATMs and other self-service devices- Affiliate networks- External partners

CHANNEL MANAGEMENT

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CASE STUDIES

MBANK (POLAND, CZECH REPUBLIC, SLOVAKIA)- multilanguage, international platform to manage customer acquisition processes and current customers' requests and

applications

BGŻ BNP PARIBAS (BGŻ)- platform to manage customer acquisition processes and current customers' requests and applications

FORMER MULTIBANK (CURRENTLY MBANK)- platform to manage customer acquisition processes and current customers' requests and applications

CREDIT AGRICOLE- internal platform to manage mortgage acquisition processes

UNIQA- platform to manage insurance policies sales processes in

direct model- bankassurance (with Raiffeisen Bank)

BRE UBEZPIECZENIA (AXA)- platform to manage insurance policies sales processes in direct model- bankassurance (with mBank and MultiBank)

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Manage your sales activities on your website: on desktop, tablet and other mobile devices. Put the Financial e-Shop as a part of your corporate portal or make a separate digital sales platform. Take the full advantage of the most effective sales channel in modern financial institutions.

FINANCIAL E-SHOP ON COMPANY WEBSITE

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Give your customers a real self-care tool to manage all additional services and complementary products, using simplified online forms. Manage your X-sell activities within internet and mobile banking to increase your revenue on customer.

FINANCIAL E-SHOP INTEGRATED WITH CORE

BANKING SYSTEM

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Give your employees in branches and call center a bunch of powerful sales tools, integrated with all other channels to guarantee the omnichannel experience. Put some sales tools to your ATMs. In addition, propose them tablet application, which facilitate sales of the credit products during direct conversation in the branch or anywhere else. Application is directly integrated with Finance e-Shop, it means that supports all sales and onboarding processes.

FINANCIAL E-SHOP INTEGRATED WITH

INTERNAL SYSTEMS

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Manage your advertising and sales activities within external networks and partners, give them all necessary tools to attract potential customers. Use our state-of-the-art affiliate network management and tracking software, fully integrated with Financial e-Shop.

FINANCIAL E-SHOP ON EXTERNAL PARTNERS

WEBSITES AND AFFILIATE NETWORKS

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Intercon Systems is a software house which specializes in delivery of technological advanced solutions for firms. The activity of our company goes beyond the traditional role of designing business software. We satisfy the real business needs through delivery of dedicated software and support in services connected with business consulting. We specialize in implementation of comprehensive systems of optimization and automation in business process, using the most advance information technology in processing and data analysis.

Interested in Digital Omnichannel Customer Acquisition Platform? Request a demo:

[email protected]

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Digital Omnichannel Customer Acquisition

Business

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