How Kiosk Studio can simplify sales for bank employees | Kiosk Studio Session #4

How Kiosk Studio can simplify sales for bank employees | Kiosk Studio Session #4

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:
Without a kiosk
With a kiosk
Memorize the sales script or refer to it outside the CRM.
Access the script as part of the kiosk itself.
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.


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:

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