Tellers to anticipate consumer purchase behaviors.
When offering a face-to-face alternative to online banking competitors and your own ATMs, it’s essential to provide a personalized, convenient experience for customers and members.
eTeller does just that. It lets your tellers focus on exceptional service by putting every element of the counter transaction on one screen and marketing messages on the signature pad.
eTeller is a powerful, multifunctional document workflow solution.
Save an image of customers’ driver licenses to associate with their accounts.
The next time they come in, quickly verify their identity—no ID card required.
Create server- or cloud-based member profiles for instant access to comprehensive transaction histories and financial documents
eTeller comes equipped with eReceipt, our electronic receipt management system. Take comfort in the knowledge that every teller action is accessible in the future.
Declutter front-office workstations by replacing hardware tools with integrated software.
Count currency and track the drawer directly in the interface with our Cash Box, Adding Machine, and Windows Calculator.
At the end of each transaction, the Signature Sales lead-generation feature enables:
Tellers to anticipate consumer purchase behaviors.
Loan officers to prequalify their sales calls.
Managers to see how their branch is doing.
Although upselling is key to teller performance, many don’t feel comfortable with the salesiness-factor and prefer a more organic approach.
CDP is a document workflow solutions company dedicated to community and regional credit unions and banks.
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