OMNI Channel Consulting
Lisa Klingberg
2016-04-06T16:50:44+00:00
Financial Institutions are investing heavily in digital technology to allow customers to self serve for simple, non-complex, transactions. Integrating digital capabilities into the branch is the key to success


IMPROVE SELF SERVE ADOPTION
- Develop metrics for branches on adoption rates
- Targeted incentives for client migration
- Employee to client education
- Low cost cross–channel marketing
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BUILD SUCCESSFUL LONG-TERM TECHNOLOGY ROADMAP
- Perform current state capability assessment
- Staff and resource gap analysis
- Recommend investment sequencing
- Create funding plan and ROI analysis
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INCREASE DIGITAL SALES
- Review sales funnel and fall out rates
- Analyze processes, page tags and risk flags
- Improve SEO tools and customized messaging
- Understand system stability & impact analysis
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ALIGN DIGITAL & PHYSICAL CHANNELS
- Establish Digital to branch lead generation
- Evaluate Branch, Call Center & Digital platforms
- Branch staff digital awareness & education
- Integrate digital into branch sales process
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