Customer Opportunity Advisor

The banking world is increasingly more competitive every day and generating referrals and closing new sales is more challenging than ever. Many financial institutions are experiencing bare minimum sales resource levels, limited or no available time to research and find new sales opportunities as well as referral tacking that is manual and inconsistent.

If this describes your branch sales situation, Quest can help.

Automated Daily sales leads tracked to completion

Customer Opportunity Advisor (COA) is a web browser software application enabling each branch to achieve sales success in a busy service environment. With COA, we understand your branch associates are very busy people who constantly have to switch tasks between servicing existing customer needs while at the same time making new sales. Quest simplifies the sales process by automatically finding hot, daily sales leads for each branch location. Using customer behavioral analytics, our engine searches through daily transactions and other account information to find customers that require your services.

Whether you are a highly experienced, sales-oriented institution or just starting to adjust to a new sales culture, Customer Opportunity Advisor focuses on the tasks that achieve positive results.

Customer Opportunity Advisor Features and benefits:

- System automatically finds Sales, Retention and Service leads
- Opportunities pushed to each branch daily
- Sales opportunity prioritization & optimization
- Onboard program contact management
- Referral creation & tracking
- Standard & custom reports for results tracking and associate coaching
- Marketing campaign management and tracking
- Call tracking
- Sales capture outcome & reporting
- Event triggering on any transaction or customer behavioral activity
- Future sales opportunity event triggering
- Integration with optional Quest attrition and cross-sell models
- Web-enabled application
- Integrates with Metavante, Fiserv, Open Solutions and other core systems

Click for more details and pricing on Customer Opportunity Advisor

 

 

 

 

Customer Opportunity Advisor is a trademark of ASA Corporation