Asseco co-banks Sales Support — support for the sale of bank products and services
The Asseco co-banks Sales Support (Asseco cSS) system is a solution for banks using a customer-oriented organizational structure. The tool supports the process of selling bank products and services. It includes various functions such as product and service offer management, sales performance analysis, sales campaigns, customer service, and more. The system is used both in branches and in online or mobile banking.
Asseco cSS supports the work of bank employees in the following areas:
building and maintaining lasting, positive relationships with customers,
effective communication and correspondence with customers,
support for the sales process of banking products and services,
monitoring customer product preferences,
quantitative and qualitative assessment,
ontrolling sales plans and results.
System functionalities
Discover a range of functionalities that support sales teams in their daily work with customers.
Access to a comprehensive and structured customer knowledge base based on data from the banking system and information from external sources.
Conducting segmentation processes and monitoring them in real time, divided into units, product analysis (quantitative, value) within segments, etc.
Efficient, standardized, and modern correspondence with customers, both serial and individual.
Creation of simulations and conducting marketing campaigns, as well as monitoring their effectiveness.
Monitoring events, tasks, dynamics, and effectiveness of customer contacts.
Handling receivables from the moment the customer submits the application.
Control of current, future and overdue receivables.
Verification of financial data (income level, inflow to the account, debt level).
Integration with e-banking for marketing campaigns and mass content distribution.
Areas of operation of Asseco cSS
The areas of operation that the Asseco cSS system supports in the bank:
Customer service and care
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Customer knowledge base
Customer files
Print archive
Graphic database
Shareholders register
Off-file customers register
Data analysis
Customer relationship management
Receivables monitoring and management
Monitoring of overdue receivables
Information and notifications
Decline in revenue monitoring
Register of credit applications
Marketing and sales organization
Data analysis
Reports and statements
Customer segmentation
Marketing campaigns
Off-file customers register
Communication with customers
Relationship marketing
Definition and monitoring of sales plans
Correspondence handling and document management
Correspondence register
Internal information
Document repository
Customer application register
Content distribution: serial mailing, mass content distribution, durable medium
Work organization
Calendars
Current and cyclical tasks
Events
Employee application register
Discover the benefits of implementing the sales support system for banks
Choose Asseco cSS. Benefit from a system that enables efficient management of the sales process for products and services, as well as increased efficiency and quality of customer service.
Increased efficiency of sales teams
You benefit from a solution that helps eliminate unnecessary activities, which leads to increased efficiency of the entire sales process.
Monitoring the current status of customer service
You get an effective tool that allows you to efficiently control the time, quality and effectiveness of service for all customers.
Analysis of the profitability of key customers
You determine, the level of profits generated by each key customer and identify the products and services that should be offered to increase their loyalty.
Improved communication with customers
You conduct efficient, multi-channel and modern communication with customers both in the form of serial and individual correspondence.
Building specialized sales teams
You apply better allocation of the resources you have and can implement an effective incentive system for the key account team, for example.
Implementation of a key customer information system
You identify key customers based on criteria such as the amount of deposits and loans, the number of transactions, and the banking products they own.
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