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 and prospects. After all, these relationships are your most important asset, and every interaction is a golden opportunity to attract new business, increase customer loyalty and grow your bank.

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 interaction takes place, a contact history record is created, stored and available to everyone in the bank.

Referral management – This built-in component makes it easy for your employees to act on opportunities when a customer 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 tool where potential new customers can be stored and targeted for future marketing campaigns. Users can pre-set follow-ups.

MISER Branch Automation is an integrated component of MISER's customer contact and business intelligence capabilities that also include:

• MISER Business Intelligence, which provides a full array of executive-level, financial, channel analysis and credit risk reports; and
• MISER CRM, which helps you progress sales from inception through closure using its built-in campaign management and objectives management components.