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Teller Referral Assistant

Designed as a companion to sit above your transaction processing software. Make those interactions count.

The toolbar auto-populates each client's CRM profile as your team processes transactions. Respond to system prompts on potential cross-sale opportunities tailored to the client. 

TRA Toolbar filled with client information

Your transaction processing

software or core goes here

Bring the CRM to your team and increase the value of customer initiated touchpoints.

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