How Kiosk Studio can simplify sales for bank employees | Kiosk Studio Session #4
Looking for more ideas? Please check out our other posts!
- Session #1 covers how to view customers from the same industry.
- Session #2 covers how to build a call script kiosk.
- Session #3 looks at streamlining appointments.
- Session #4 shows how kiosks can simplify sales for bank employees. [You are here]
- Session #5 helps you review loan applications quickly.
- Session #6 packs an entire service request workflow into a single kiosk.
- Session #7 helps you create your own convert feature.
- Session #8 shows you how to view a record's subform entries - without opening that record!
Hello everyone,
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:
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.
In the given example, bank employees cut their effort by over 50% with a
kiosk. This helps them focus on each interaction, decrease customer
wait times during calls, and sell more efficiently.
This use case was presented as part of a webinar run by Srinithi. Check out the complete recording here.
We hope you found this session informative. Please share your feedback and stay tuned for session #5!
New to Kiosk Studio? Get up to speed on it quickly by checking out the following resources:
- For a basic overview of this feature, please see Kiosk Studio - an overview.
- If you'd like to learn more about the various elements found in kiosks, check out Elements of a kiosk.
- For instructions on how to create and embed kiosks, please see Working with Kiosk Studio.
- If you run into difficulties, submit a ticket and get help from our support team.
Check out previous Kiosk Studio session posts here: Session #1 covers how to view customers from the same industry, Session #2 covers how to build a call script kiosk, and Session #3 looks at streamlining appointments.
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