In the quest to create and maintain a proactive sales and service environment, one thing is certain: you must have the ability to view and truly understand your relationships with your customers or members, as well as with your prospects. After all, these relationships are your most important asset, and every interaction is a golden opportunity to attract new business, increase loyalty and grow your institution.

MISER Branch Automation was designed to give you this comprehensive view. The system’s robust and intuitive workflow management tool allows you to build multi-step workflows that lead users through a process of steps, much like the wizards found in Windows^® applications. At any time your representatives can view all the tasks assigned to themselves, their staff and their team, and they can re-assign them as necessary.

Contact management—This powerful branch automation solution also includes a centralized database that allows you to store complete information about all your contacts. Each time a customer or member interaction takes place, a contact history record is created, stored and available to everyone in the institution.

Referral management—This built-in component makes it easy for your employees to act on opportunities when a customer or member expresses interest in a product or just appears to be good prospect. Users can generate referrals, assign and re-assign them to individual users or teams and add notes along the way. Further, the system includes a tab that allows individuals or teams to view and manage referrals that have been received, sent and completed.

Prospect management—Also built in is an efficient and easy-to-use repository where potential new customers or members can be stored and targeted for future marketing campaigns, with the ability to pre-set follow-up requirements.