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智慧廳堂業務介紹

智能排隊系統是銀行網點服務的核心調度系統,該系統可實現客戶識別、客戶分流和客戶分層,為辦理不同業務種類的客戶提供不同的引導服務,為不同層次的客戶提供差異化、個性化的服務,并可聯動其他系統進行有針對性的產品營銷活動。

預填單系統通過客戶電子化的預填單方式,反顯存量客戶基本信息,減少手工輸入內容,規范客戶輸入,防止客戶手工填寫單據過程中的書寫失誤。客戶可通過網點的預填單機或提前通過微信、手機銀行等電子渠道進行業務預填和網點預約,到網點柜臺業務辦理時,柜員可查詢到客戶已經填寫好的單據,與客戶確認后可加載填單信息項到相應交易,減少錄入時間,提高業務辦理速度,提高柜員工作效率。

隨著銀行零售業務銷售化轉型工作的深入開展,網點往“服務型”和“銷售型”網點轉變,網點人員尤其是大堂經理及高柜柜員需承擔更多的轉介營銷職能。網點急需可以集客戶識別、產品展示、信息傳遞、過程記錄與績效管理于一體的營銷支持工具,以促進網點轉型的工作成效。宇信廳堂營銷系統能夠集成大堂中所有的營銷要素,方便大堂經理完成從客戶識別、客戶需求挖掘、一句話營銷推薦到產品組合推薦的工作,從而提升大堂經理的營銷效率,提升客戶對銀行專業能力的認可度以及提升大堂經理和客戶經理多角色的協同工作能力。

宇信核心業務系統

智能排隊系統

  • 智能排隊系統是銀行網點服務的核心調度系統,該系統可實現客戶識別、客戶分流和客戶分層,為辦理不同業務種類的客戶提供不同的引導服務,為不同層次的客戶提供差異化、個性化的服務,并可聯動其他系統進行有針對性的產品營銷活動。

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預填單系統

  • 預填單系統通過電子化填單方式,支持網點預填單機、大堂經理PAD、手機銀行、微信銀行、網銀、網站等多種渠道客戶自助填單,并將預填單相關信息聯動至柜面系統實現自動填充,減少柜員在終端上重復錄入相關信息的步驟。

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廳堂營銷系統

  • 廳堂營銷系統通過借助PAD設備,支持大堂經理、理財經理在網點廳堂內開展移動營銷,包含廳堂管理、銷售管理、產品推薦、優惠活動、財經資訊、輔助工具等功能模塊。

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