BinBank

Automation of the agent network for selling investment products at BINBank

BINBank faced stiff competition in the financial services market when selling investment products through its extensive network of 450 branches. To overcome this challenge, the bank needed a solution that would automate the sales process and improve operational efficiency.

Task

Automate the sale of investment products across all bank branches, improve document management, performance tracking, product cataloging, reporting, and customer communication, while ensuring compliance and data security.

Solution

Our team thoroughly analyzed BIN Bank's requirements and developed a tailored solution to meet their specific needs. Using advanced technologies, we created a comprehensive platform for front-office automation. The platform included electronic signature functionality, eliminating paper-based document management, and provided tracking of key performance indicators (KPIs), a product catalog with presentations, segmented sales reporting, product administration, and communication with clients via text messages and emails.

Result

The implementation of the automated front-office platform delivered outstanding results for BINBank.

The competition was successfully pushed out of the bank’s product line, and sales of investment products increased by 30% within the first 6 months after the system’s launch. Sales manager loyalty rose by 25%, enhancing overall operational efficiency. Bank employee productivity improved, contributing to BINBank’s overall success in the retail banking sector, with a 15% increase in market share

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