Lead and referral engine
This solution funnels each lead to the right agent, advisor, or manager, delivering a connected, relevant, seamless, one-to-one experience throughout the journey.
With all data and processes on one platform, every teller, advisor, agent, manager, and employee can know the customer like a good friend. And our mobile app helps teams respond quickly, coordinating offers through feeds, files, and notifications.
Learn how quickly your solutions can be up and running.
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