Branch servicing

Streamlined intuitive interface > Automated processes > Dynamic document generation

Improve face-to-face connections with customers

For any business in any industry, building strong customer relationships is a key differentiator. In the banking world, branches are an important channel for effectively engaging with customers. Adobe solutions for branch servicing help bank employees personalize customer contact, foster new customer relationships, and improve cross-selling and upselling, saving your bank valuable time and money.

Streamlined intuitive interface

Using a rich Internet application (RIA), branch employees have an engaging, intuitive, and comprehensive view of all the customer and product data they need for effective selling. With this tool, employees don't have to parse through multiple screens when servicing a customer. Instead, they can quickly view the customer's entire banking history, as well as relevant product information, on one screen. They can also sort information on key customer parameters, making it easy to analyze the pros and cons of alternatives. This helps to guide selling, increase productivity, and improve service.

Automated processes

Adobe solutions' data capture capabilities enable prepopulation and validation of forms, eliminating the need for employees to type in and verify customer information themselves. It's also beneficial when customers change their personal information, as Adobe solutions update all of the customer's files, saving time and reducing errors.

Dynamic document generation

Applications, rate sheets, and other forms can be dynamically generated as PDF documents, customized for each individual customer. Multiple documents can be combined into a single PDF file for easier sharing. And multiple files from multiple applications — even multimedia — can be combined into a single PDF Portfolio.

Solution benefits

Empower account representatives, tellers, and loan officers to make the most efficient and effective use of limited time with customers.
Deliver more efficient, effective, and personalized service to customers.
Help ensure consistency across channels, beginning in the branch and extending to all customer touchpoints.
Improve cross-selling and upselling while increasing customer retention.