Guided Selling Across All Channels and LOB’s
Providing a SaaS solutions that enables banks to scale, execute and accelerate growth
Branch
Ignite technology is extensively used in branches by many of the leading banks in the US for bankers to have consistent and effective conversations, uncovering the needs of the customer regardless of the banker’s experience.
Bankers in the branches use Ignite’s customer facing, dynamic conversation guides on PCs or tablets to effectively guide customers and prospects to your products and services that fit their unique needs today and into the future. Sales conversations are captured and saved for future follow-up.
The results are astounding, with an average increase in customer product adoption by over 150% on average, a 40% increase in customer satisfaction and increased customer loyalty.
Online | Mobile
As a SaaS service, Ignite’s technology is built for sales engagement in the digital channels to quickly discover customer needs and guide them to highly accurate recommendations to fulfill their needs.
Banking customers and prospects who go to a bank website to learn more about the bank products are frequently intimidated by the many product options and variables that are offered to them on the bank’s website and consistently abandon their journey. By using Ignite’s dynamic customer facing digital conversation guides, customers feel much more confident about moving forward and opening an account online. By effectively guiding customers to wise choices through digital channels, banks are able to turn digital channels into a much more productive vehicle to increase sales and improve customer loyalty.
Using proven best practices, the results speak for themselves.
Kiosk
Using Ignite technology in branch Kiosks is a game-changer for banks seeking to significantly improve the space and resource efficiency of the branch while concurrently improving the customer experience.
In particular, for those migrating to more of a café branch setting, using Ignite guided conversation technology in a kiosk will allow customers to engage with the bank at their own pace, easily open accounts through the kiosk and then exercise the option of visiting in person with a banker if they have further questions or need more in depth assistance.
With the information captured and recommendations sent to a banker, the banker can review and better more targeted conversations.
Contact Center or Remote Banker
There are various ways in which to effectively use Ignite technology in a contact center or by bankers on personal sales calls with prospects or customers. One way is to use Ignite to support bankers making outbound calls to sales leads. The banker making the call to the prospect or current customer can:
- Send a link to the guide so the customer can complete the guided conversation prior to the discussion with the banker
- The banker can prefill the guide with known information about a current customer and then engage with a very efficient conversation
- Use Ignite to guide the live conversation with the customer to discover their financial needs and guide them to wise financial choices by sharing their screen via video call or by stepping though the questions together on the phone capturing the needs and recommending products that are best for the individuals needs.
Lines of Business
Consumer
Guiding Consumers to Wise Financial Choices
Over 75% of consumers say they are interested in receiving financial advice or guidance from their financial institution, but very few actually receive it. When banks make the strategic decision to use Ignite banking sales technology to guide consumers to wise financial choices—either through the branches or digital channels—they significantly improve their ability to positively impact the financial lives of consumers, improve the ability of bankers to be consistent and highly effective with every customer engagement opportunity, and create more profitable longer term customer relationships.
Over 75% of consumers say they are interested in receiving financial advice or guidance from their financial institution, but very few actually receive it. When banks make the strategic decision to use Ignite banking sales technology to guide consumers to wise financial choices—either through the branches or digital channels—they significantly improve their ability to positively impact the financial lives of consumers, improve the ability of bankers to be consistent and highly effective with every customer engagement opportunity, and create more profitable longer term customer relationships.
Small Business
Guide small business owners to solutions that help grow their business
Small business owners need help and financial guidance. Most of them are so focused on cash flow and growing their business, they simply don’t have the time to learn and explore all the banking options available to them that could significantly help their business. In fact, 40% of small business owners admit they are essentially financially illiterate. Retail banks using Ignite guided conversation technology can make a real, tangible difference in the lives of small business owners by empowering branch bankers to be very capable of discovering the financial needs of small businesses and guiding them to wise choices, and by providing guided conversations directly to small businesses online.
Small business owners need help and financial guidance. Most of them are so focused on cash flow and growing their business, they simply don’t have the time to learn and explore all the banking options available to them that could significantly help their business. In fact, 40% of small business owners admit they are essentially financially illiterate. Retail banks using Ignite guided conversation technology can make a real, tangible difference in the lives of small business owners by empowering branch bankers to be very capable of discovering the financial needs of small businesses and guiding them to wise choices, and by providing guided conversations directly to small businesses online.
Middle Market
Businesses with $5 million or more have unique needs
For banks serving middle market business customers, a little larger than small businesses, Ignite’s customer engagement solutions can play a very important role by empowering middle-market bankers with the tools necessary to be able to fully understand the more complex needs of the middle market businesses and guide them to the best product offerings within a more complex solution set and pricing scenarios that will often include treasury management products.
For banks serving middle market business customers, a little larger than small businesses, Ignite’s customer engagement solutions can play a very important role by empowering middle-market bankers with the tools necessary to be able to fully understand the more complex needs of the middle market businesses and guide them to the best product offerings within a more complex solution set and pricing scenarios that will often include treasury management products.
