Current Situation
As routine transactions decline in the branch, and consolidation continues, finding ways for branch employees to remain productive and able to assist customers with more complex transactions and financial guidance is often lacking. Getting the branch employee to the customer is rarely achieved.
Goals and Objectives
Provide mobile capability to the branch staff to provide better service and more effective interactions.
Integrate the automated systems at the branch (ATM, kiosk, ITM, etc.) with the staff systems to provide a more connected experience and push processes and applications as close to the point of consumption as possible.
Technology Deployed
Enterprise mobility (mobile applications, data, security, and device management); intelligent cash recycling unified communications; user-accessible Wi-Fi; 5G (future state); concierge (greeter) technologies (calendaring, queuing, and customer authentication); integrated automated and staffed systems; and edge technology and applications
Use Case Summary
Branch and remote staff should be empowered to provide a fluid environment in the branch to “come to the customer” and better enable greeter services, queue busting, and warmer handoffs between specialists, including remote experts. Push applications and processes as close to the point of consumption and data generation as possible.