Aperio Branch Platform

Overview

What if you could empower your branch staff by providing a complete view of your customers – including relationships, accounts, events and interactions – from a single desktop? What if you could streamline processes and improve service levels when dealing personally with customers? Or provide an effective way to get work into the hands of the appropriate subject matter experts in your organization?

Aperio Branch Platform delivers customer data and knowledge to your branch staff where and when they need it. Your customers benefit from a faster, more personalized service, while your business wins by making every face-to-face contact an opportunity to build brand loyalty and deepen the customer relationship.

With Aperio Branch Platform, you can always give customers an accurate answer to their question, see their previous engagements and make relevant offers. Your processes run smoothly. Your customer interactions are insightful and pertinent. Your responses are accurate and relevant regardless of channel.

Features

Aperio Branch Platform provides immediate business benefits through these unique capabilities:

• Customer acquisition: Capture and view information in one place at any given time without creating a new account
• Engagement history: Increase your understanding of each customer’s full relationship with your organization
• Integrated ID verification: Easily verify the customer’s identity and address and ensure all steps take place for validation
• Customer servicing: Increases the speed and efficiency of your staff while delighting customers with quicker, improved service
• Account acquisition: Checking and savings - provides an intuitive work flow for account opening, enabling staff to easily open accounts in less time and with fewer errors
• Integrated risk scoring: Identify if the customer’s risk profile is in line with bank policies before bringing the customer onboard