October 26, 2010

Financial services technology provider Fiserv, Inc. today announced its latest branch solution, which brings branch tellers several tools to facilitate cross-selling and the ability to perform more functions to serve customers.

Fiserv's new Aperio Teller Seller is aimed at making branch banking more "customer-centric," a term that's becoming more popular as banks look to revamp their image among consumers. The automated tools made available through Aperio Teller Seller are meant bring more detailed information to a teller's interaction with customers, which Fiserv says could build brand image and customer loyalty.

“Financial institutions realise that the branch is still the optimal place to take advantage of one-to-one contact with customers, but need to shift from a transaction-only mindset to one that is focused on serving the end-customer and providing them with the opportunity to purchase relevant banking products. To accomplish this, the bank’s employees must have access to customer-specific knowledge,” said Tony Catalfano, division president, Bank Solutions, Fiserv. “Aperio Teller Seller arms financial institutions with tools so that the front line knows the customer and can turn each interaction into an opportunity to delight that customer and increase revenue through cross-sales.”

A browser-based thin client integrated with Fiserv's Signature bank platform, Aperio Teller Seller is available to financial institutions regardless of core provider. The software automates customer awareness and campaign solicitation through on-screen campaign information and customer engagement history, as well as intelligent prompts. It is built on a Microsoft technology foundation.

“Microsoft is committed to bring the best customer experience and collaboration platform to the financial services community with longstanding, strategic partners such as Fiserv. We are excited to underpin Fiserv solutions with the mission critical yet cost effective platform of Windows Server 2008 and SQL Server 2008.” said Karen Cone, general manager, Worldwide Financial Services, Microsoft. “With Aperio running on Microsoft technology, financial institutions will improve their customer knowledge and will be able to design innovative marketing strategies that will allow them to differentiate in the market.”