Solutions

Dynamic Guided Customer Dialogues
for Every Channel

Documented, dynamic sales dialogues
ensure bank customer needs are consistently met in a transparent, compliant and ethical manner.

Implementing a solution that provides both consistent dialogues and recommendations, reduces risk across all channels.

Bank Technology- custom solutions for banks over $2Billion in assets

In an increasingly commoditized banking environment, the way in which financial institutions engage with their customers will be the primary competitive differentiator going forward.

Ignite provides financial institutions with customer engagement technology that transforms every banker into an expert as they conduct customer conversations using our customized, dynamic, digital dialogue guides.  The focus of the guided dialogue is to discover customer needs and perfectly match those needs to the banks products and services. Ignite helps ensure a consistent, compliant and relevant engagement with all customers and prospects.

Ignite’s patented technology is used by leading financial institutions to drive exceptionally effective customer engagement in branches, call centers, online and on mobile devices for consumer and small business customers.  The amazing results are an increase of customer product adoption by about 200% and an increase in customer satisfaction by 38%.

In addition, Ignite provides our users with our advanced, award winning IQ Analytics reporting portal that tracks the efficiency and effectiveness of all points of customer engagement by banker, branch, region and URL.  Managers throughout the organization better know how their employees and products are performing and why.

Personalize the experience

Gather real time information from the customer using Recommendation Guides.

Simplify engagement

Provide bank personnel with sales tools that automate product recommendations.

Streamline the decision process

Most consumers are eligible for up to eight financial products, however they are not aware of all of the options or even why they need them. Educate your customers and simplify their decision process.

Community Bank and Credit Union Technology streamlined self-serve CEM

Ignite Dialogue is our affordable customer engagement technology designed exclusively for our community bank and credit union clients.  Ignite Dialogue is a very easy to use hosted technology that allows the user to build their own digital dialogues with which to engage customers.  The system still packs the powerful, patented technology that has achieved tremendous success with larger banks, but has been streamlined so that it can be easily configured and maintained by smaller institutions. 

Community banks and credit unions take great pride in their focus on meeting customer and member needs and constantly improving customer satisfaction. Ignite Dialogue provides these institutions with the capability to further empower their employees and digital channels with the capability to improve the lives of their customers and members by insuring that customers and members are always in the right accounts and are always presented with appropriate financial services options that are just right for them.

Ignite Dialogue users also get access to the IQ Analytics portal that provides award winning analytics and reporting designed to give management important insights into the efficiency and effectiveness of every discreet customer or member interaction, which can be tracked by individual, branch, region or URL.  

Access a Treasury expert, when and where you need them

Remote Expert enables bank personnel to bring a Treasury Management Expert into customer meetings in real-time.

Simplify complex Treasury products

Recommendation Guides will give bank personnel the information they need, at their fingertips, in real time to provide an informative consultative customer experience.

Help business customers outperform the competition

Analytics provide insight to help businesses both small and large stay competitive.

CU Technology- Custom solutions for Credit Unions

In an increasingly commoditized financial services environment, the way in which credit unions engage with their members will be the primary competitive differentiator going forward.

Ignite provides credit unions with member engagement technology that transforms every member services employee into an expert as they conduct member conversations using our customized, dynamic, digital dialogue guides.  The focus of the guided dialogue is to discover member needs and perfectly match those needs to the credit unions products and services. Ignite helps ensure a consistent, compliant and relevant engagement with all members and prospects.

Credit unions take great pride in their focus on meeting member needs and constantly improving member satisfaction. Ignite provides these institutions with the capability to further empower their employees and digital channels with the capability to improve the lives of their members by insuring members are always in the right accounts and are always presented with appropriate financial services options that are just right for them.

Ignite’s patented technology is used by leading financial institutions to drive exceptionally effective member engagement in branches, call centers, online and on mobile devices for consumer and small business customers.  The amazing results can increase member satisfaction by as much as 38%.

In addition, Ignite provides our users with our advanced, award winning IQ Analytics reporting portal that tracks the efficiency and effectiveness of all points of member engagement by employee, branch, region and URL.  Managers throughout the organization better know how their employees and products are performing and why.

Fully understand what you are selling today

Create a baseline for productivity measurement with full operational transparency throughout your entire branch.

Precise measurements illuminate sales opportunities

Understanding what could have been sold is much more difficult than tracking what was sold. 84% of prospects, both consumer and business, are eligible for bank’s most profitable products and on average prospects qualify for 5.5 qualified products. However, the average branch only opens 1.2 products per customer. That is a big gap.

Provide relationship managers training and tools

With more than 100 products, is it even reasonable for the relationship managers to know each product inside and out? The branch needs to implement automated sales enablement tools to help employees to consistently pre-qualify and recommend the right products based on customer need and eligibility.

Make the branch accountable

With process, training, and measurement tools in place, your branch can be accountable for generating interest vs. fee income as well as hitting sales targets within their region.

LeadLync - fills vital gap in the bank sales process

LeadLync is Ignite Sales integration into Salesforce which can be obtained on the Salesforce app exchange.  LeadLync fills a vital gap in the banking sales process to ensure customers’ needs are met in a transparent, compliant and ethical manner empowering financial institutions to complete the sales and marketing information loop with quick, easy and accurate sales conversations that are fed directly into Salesforce. LeadLync provides compliant, consistent and accurate capture of all sales dialogs with a click.

Product Features

LeadLync from Ignite Sales, Inc. automates the results of Ignite Sales customer engagement application conversations and recommendations directly into Salesforce for complete and accurate data entry with a click.

  • Significant time savings for Salesforce users for lead and opportunity entry.
  • Accurate and complete information instantly uploaded to ensure proper follow-up and tracking.
  • Seamless integration with existing Salesforce workflow.
  • All customer sales conversations and recommendations recorded for compliance reviews.
  • Automatic account updating and opportunity creation.
  • A more robust and effective CRM.

Empower contact center workers with training and automated selling tools

Recommendation Guides automate the product selection process based on customer needs and eligibility. Workers can use this tool to answer questions or guide prospects to other products as they engage with prospects.

Arm management with actionable data

Sales analytics help banks provide better customer service. Ignite’s interactional and transactional analytics help banks understand the unique journey of every customer, providing the insight needed to predict their customer’s needs and proactively engage them with the right products and services. Analytics also give management baseline sales information to better measure and manage sales.

Make the contact center accountable

With process, training and measurement tools in place, the contact center can now be accountable for generating new revenue.

Intelligent Reporting A clear view into frontline sales and customer engagement

Banks have been struggling with the ability to get a full view of their customer base, their products’ relevancy and channels’ execution. They have been unable to blend data from disparate sources such as customer interactions, marketing programs, and product management and deliver information in a timely and relevant manner.  This results in an inability to uncover the necessary organizational knowledge and gaps to measure and improve the bank’s front line performance in ways that also speak to individual customer needs.   These struggles ultimately impede banks’ ability to realize their potential profitability.

With IQ Analytics, an on-demand cloud-based analytics solution, banks can obtain unprecedented insight into not only their customer base but their entire front office organization.  Unlike siloed systems where only limited information can be analyzed, IQ Analytics unifies the view of the bank’s customers, channel execution and product performance. Ignite’s intelligent and proprietary banking IQ data reveals ground breaking knowledge, modeling, scoring, and benchmarking with unparalleled results. 

Ignite’s IQ Analytics brings a new dimension and depth of analytics to banking and provides bank executives a way to turn data into opportunities that drive revenue while simultaneously improving the customer experience.

No longer are banks encumbered in their decision making because they could only analyze data from just one banking line of business or from a delay in getting data into the right hands at the right time.  With IQ Analytics they gain new value-generating measurements and can see all channels, distribution points, products, and customer segments in one place.  Banks now have the ability to analyze, measure, learn, communicate and make confident data-driven decisions in nearly real-time. 

1Turn an account opening into a conversation by giving banking personnel the tools to create a personalized, high touch experience when meeting with customers face-to-face. Measure the effectiveness of each channel.

2Provide consistent product recommendations in every channel based on needs and eligibility. Ensure that customers are aware of all their options. Provide a synopsis of all the products they are eligible for - not just the ones that are popular or easy to open.

3Remove silo-based operations and thinking. Realign operations around a single vision of a holistic customer experience.

4Create a consistent experience. Engage customers and prospects about their current financial needs across all channels – ask prospects about their financial objectives in real time instead of relying on outdated demographics.

5Many believe that this requires a major overhaul of internal systems costing millions of dollars – but that is not necessarily the case. Ignite’s solution can help you unify your channels and make the omnichannel the new normal in just 90 days.

Find out how we can ignite your sales.