AUTO POPULATE
The toolbar auto populates each client's CRM profile as your team processes transactions.
SYSTEM PROMPTS
Respond to system prompts on potential cross-sales tailored to the client.
QUICK ACCESS
Too many programs open? Enjoy the convenience of accessing CRM info while other programs are visible.
CRM in your face.
During a demo of the Teller Referral toolbar, someone said "It's like CRM in your face!" We love that.
TRA LEADS
While a customer is depositing cash from their yard sale, the toolbar prompts that based on deposit balances, they are a good candidate for wealth management. Personal banker can ask if they have interest and kick off a new opportunity.
DATA QUALITY ALERTS
Get alerted when your customer is missing phone or email info. Verify it every so often to make sure you have accurate info.
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Get help with data gathering and accuracy.
REFERRALS
While a member is depositing some gift money, they mention that they are thinking about getting a new car. Quickly create referral while the transaction is processing without having to toggle between programs.
SERVICE TICKETS
If you pair this module with our IQService ticketing module, you'll have easy access to tickets from within the toolbar. Answer a call while on the teller line? Click on that ticket.
