Kiosk Studio can simplify sales for bank employees
Banks can boost revenue by cross-selling to their current customers. For example, they can sell credit cards, personal loans, and more to existing account holders. To do this, bank employees move all around the CRM, open and close records, filter details, send emails, and so on.
They can use Kiosk Studio to eliminate navigation and repetitive actions in these cases. Let's compare the selling experience with and without a kiosk:
| Without a kiosk | With a kiosk |
|---|---|
Memorize the sales script or refer to it outside the CRM. | Only show fields specific to one booking type |
| Navigate through multiple tabs to look at data related to customers, credit card types, and other details. | Get all the data you need within your kiosk itself. |
| Manually filter credit card types to check eligibility. | Automatically get only the eligible credit card types within the kiosk. |
| Copy details to create credit card applications. | Automatically create applications based on information collected in the kiosk. |
| Manually send an email to notify the customer. | An email is sent automatically to notify the customer. |
Demo
The video found below shows what happens without a kiosk, how the experience changes because of a kiosk, and how to configure such a kiosk using Kiosk Studio.