Deposit management

Increase sales of deposit following the pre-set business process in bpm’online bank customer center. Based on the history of communication and customer financial data, the system will suggest the best products to offer existing customers. The process will guide bank associates through each step and suggest follow-up actions with the customer to ensure the best result.

Account and transaction management

This specific out-of-the-box process in bpm’onlnine bank customer center is designed to orchestrate and monitor accounts and financial transactions. The best practice process helps to deliver consistent processing across multiple payment types, and accelerate the delivery of financial products and services to customers.

Money transfers and P2P payments

Make money transfers and payments more efficient by following an out-of-the-box process in bpm’online bank customer center. Increase productivity and processing speed with an intelligent process that prompts bank associates for best next steps to successfully complete transactions.

In-branch assistance

 

Take advantage of an automated process for in-branch management and assistance. Easily manage bank lobby flow and speed up processing, as the business process in bpm’online guides you through all the actions required to deliver unparalleled in-branch customer service.

Analytics

 

Keep track of any process metrics, analyze process efficiency to ensure better management of staff and operations with out-of-the-box processes in bpm’online. Visualize data using dashboards, identify and remove process redundancies with the help of process log.