BPM for Banking - Assisting Up Selling at the POS

Business Problem

We are a large retail and commercial bank servicing customers with deposit accounts, mortgages, loans, credit cards, portfolio management, estate planning and more. We lacked a stream-lined branch-wide process resulting in us missing up-sell opportunities.

Process Players

  • All consumer facing employees

Process Steps

A BPM platform allowed us to automate the existing paper forms and subsequent steps in a custom application. We are now able to easily update any changes needed right in the customer accounts instead of filing paperwork.

Process Benefits

By having access to one centralized customer record we can see the status of the account and our branch staff is now prompted to introduce new products at the most opportune moments.