What makes the uGenius SmartOFFICE® so Smart?
Connecting customers with qualified experts and service providers in every branch has always been a challenge. With the uGenius SmartOFFICE®, powered by the uGenius Video Banking System, you can leverage existing staff by connecting them to sales prospects in every branch. Product experts can now close the sale without ever setting foot in the branch because the uGenius SmartOFFICE® solution enables you to educate customers, authenticate their identity, initiate loans through document share, and then finalize the transaction, all through remote device control.
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Increase sales & reduce costs |
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By implementing the uGenius SmartOFFICE® product experts can work from their primary office and connect with customers virtually, one-on-one, across multiple branches, closing more sales daily.
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Deliver highly personalized & convenient customer service |
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A customer walking into a branch has a logical expectation to receive help from a qualified financial representative. Unfortunately, not every branch can have a staff that represents all the products and services a customer needs. With the uGenius SmartOFFICE®, a financial institution can have a new account, loan, investment or mortgage expert in each of their branches, creating comprehensive financial product and solution centers.
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Migrate to the distribution of multiple, smaller branches |
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Financial institutions would like to expand into a variety of locations, which may not be feasible with the traditional branch model. With the uGenius SmartOFFICE®, a financial institution can dramatically reduce the size of the branch they place in a new market.
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Train, monitor & measure success |
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It is currently difficult to observe and know for certain what makes one sales representative better than another. However, when you deploy the uGenius Video Banking System in tandem with the uGenius SmartOFFICE®, you will be able to observe and listen in real time to the interactions between sales representatives and customers, helping you to identify problems and successes, and create a more consistent sales message.
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