Transforming Account Acquisition for U.S. Banking Giant

Custom Software and Custom Training Solutions

Outdated processes were costing a top-ten US bank both time and money. It’s one of countless times we’ve seen this problem ­– and one of countless times we’ve solved it. Our approach is different and, once we got the call, both our software and our content teams got to work. Each created a part of a solution that would have been powerful alone, but they were truly remarkable together.

Results:

•  Increased employee speed to competency

•  72% decreased in time to open a new account

•  40% increase in sales when application is used

From the software side, we created an application that replaced an outdated paper system. This modern, dynamic tool helps bankers make recommendations tailored to the customer’s needs. The app also suggests “add-ons” that help customers and boost the bank’s sales. On top of all that, our software reduces the time that it takes for bankers to explain the company’s product offerings and their benefits, so the bankers can see more customers each day. While the software team did their magic, our content team was hard at work, creating a customized training curriculum. We delivered a program that streamlined the process of working with new customers, giving bankers the confidence they need to use the new tools and close more sales, faster. Want to learn more? Click here to read the case study.

Find out what Unboxed solutions resulted in a 40% increase in sales.