Financial Services Business Efficiency Tools
Retail/Branch Banking Suite
Retail/Branch Banking Suite
Our retail clients benefit from the in-depth capability of the best-practices tools below used by line professionals and managers. Our clients find that support of these impactful business functions separates their CapitalBase.com portal deployment from other solutions. Other business objectives that your particular team might benefit from can be added through customization readily and cost-effectively.
| Key Business Functions & Features |
| • Deposit/Credit Profile & Life Event Triggers |
| • Branch Customer Profitability |
| • Travel Teller & Platform Logic for Shared Sales Credit |
| • Branch Balanced Scorecards (Sales, Retention, Cross-Sell) |
| • National 'Dot Not Call/Share' Program Integration |
| • Branch Growth/Retention Incentive Compensation |
| • Sales & Retention Leaderboards |