BankBroker's Sales Automation Tools

By creating an environment in which sales are largely automated, you are maximizing what your assets can accomplish. BankBroker's suite of sales automation tools will make your sales force more productive. Period.

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Sales Automation Solutions

By implementing BankBroker within your company, you will be folding a robust and collaborative management system that will offer tailored solutions into your daily business life. The product streamlines and coordinates a myriad of vital functions, including sales automation, lead tracking and generation, referral management, calendar organization, appointment manipulation, and complete activity management. With BankBroker, your advisors and management team will have complete control of how they organize and implement their business tasks and responsibilities. Mailings to contacts and customers with approved letters are made simple and will be tracked automatically. Activity management provides the ability to not just oversee, but also aid and promote effective work habits for your advisors. You can roll all of this control and all of these management capabilities into your business by contacting us about pricing and an integration plan that will suit your unique needs.

BankBroker's Collection of Sales Tools

Providing a comprehensive toolset to your front-line sales force is vital to their productivity. Outfitting them with information on their contacts, accounts, and lead opportunities is what will bring advisors to your door step, and automating and perpetuating this process is what will keep them there. Managing a calendar, leads, referrals, activities, campaigns, and mailings are all examples of the sorts of features BankBroker arms your front-line sales personnel with.

Automating More than Just Sales

BankBroker provides you with the essential value and functionality for call-center and service representatives. By providing the access and view to aggregated customer and aggregated account information, as well as true collaboration with your sales personnel, communication around customer contacts is now possible.

Servicing is not a common functionality addressed by solution providers and vendors today. Numerous tools are aimed at a business unit or competency, but BankBroker understands that servicing your existing customers is just as important as creating and developing new sales.

By providing controlled access through an extensive security model, your support personnel (and advisors) are well-equipped to help your end customers and account holders if the opportunity arises.

Documenting notes of conversations and tracking contact dates are extremely important functions when building and maintaining relationships and broadening the scope of regulatory questions.

Being able to send out an approved letter to a customer with a single ‘click’ and having that activity tracked in perpetuity is mandatory. Seeing the entire picture of all accounts for that contact, their relationships, their household(s), and their privacy elections is even more valuable and critical to proving that you truly are there to service your clients.

Alerts and system-generated events are capabilities BankBroker provides you with. Knowing when it is time to meet with customers or that certain business rules may have been triggered, will all trigger a call to action or notification to the party(s) that need to take appropriate action.

When you partner with BankBroker, being able to reprint important documentation and having your business forms available on a moment's notice couldn’t get any easier.