Optichannel powerful sales tool for financial products

1. optichannel
powerful sales
tool for financial
products
Your Mobile Branch

2. optichannel
powerful sales
tool for financial
products
Your Mobile Branch
- Sales of financial products in the branch or point of sale
- Support of all acquisition and onboarding processes
- Visually attractive simulations
- Presentation of the third party products as a subject of loan or insurance
- Integration with any external system (work-flow, CRM, core banking etc.)

3. optichannel
powerful sales
tool for financial
products
Your Mobile Branch
Login into
Your Mobile Branch
Start
conversation
Offer
the product
Offer
financial product
Show
simulation
Fill in
the application form
Finish
the process
Collect contact
information
What: Product purchase + credit / insurance
Where: Partner’s point of sale

4. optichannel
powerful sales
tool for financial
products
Your Mobile Branch
What: Private banking or corporate banking advisory
Where: Bank’s branch
Login into
Your Mobile Branch
Start
conversation
Offer
financial product
Show
simulation
Fill in
the application form
Finish
the process
Authorize
your customer

5. optichannel
powerful sales
tool for financial
products
Your Mobile Branch
What: Self-service credit stand / credit application
Where: Big retail shops
Cash loan processing
Finalize the process
at the cash desk
Fill in
the application form
Scan your
ID card
Scan your
invoice
Print your
agreement
Authorize
on your account

6. optichannel
powerful sales
tool for financial
products
Your Mobile Branch
What: Account opening
Where: Partner’s point of sale / mobile point of sale
Complete
the application form
Register / assign
mobile number
Register / assign
the starting kit / card
Login into
Your Mobile Branch
Scan
ID card
Finish
the process

7. optichannel
powerful sales
tool for financial
products
Your Mobile Branch
What is behind?
Application form design
and management
Web based tool to design and manage
responsive application forms is an integral
part of the solution.
Process monitoring
Web-based montoring tool has
powerful reporting module, it is possible
to define any kind of reports related to
sales activities.
Work flow
Work flow solution is an integral part of
the system, but there is a possibility to
use also external systems, already
implemented in the organization
Integrations
The solution gives you possibilities to
integrate with any external system, based on
web services, enterprise service bus or other
methods.
Process design
Process design tool is an integral
part of the system, but it is possible
also to import process diagrams
(UML 2.0) from any other system
Look&feel
Look&feel adjusted to your brand’s needs
Strong foundation
Your Mobile Branch is based on UniSystem,
proven IT solution, already implemented in
e.g. mBank (in Poland, Czech Republic and
Slovakia), BGŻ BNP Paribas, UNIQA and BRE
Ubezpieczenia.
Innovative usage of ready components
guarantees frictionless implementation and
reliability.
Case studies or more detailed description of
the UniSystem solution are available upon
request.

8. optichannel
powerful sales
tool for financial
products
Your Mobile Branch
Need more information?
Maciej Kostro
+ 48 604 160 370
maciej.kostro@interconsystems.eu