Using Sales Enablement from Fiserv, a financial institutions account executives can walk into a prospects office to introduce their institution and its products and services, carrying only a tablet. With assistance or self-navigation, the service shows available options and then the customer can enroll and sign the required forms. Sales Enablement is currently available for the Apple iPad.
Sales Enablement eliminates paper and disparate tools by combining email, documents, collateral, video, ROI and pricing calculators into a service that is connected to the financial institutions existing sales management, onboarding and core systems. The service also supports a number of product types within the financial institution including treasury management, wealth, insurance, commercial and small business.
In recent news, Fiserv has launched the CorPoint Mobile, a mobile application which allows merchants already using CorPoint: Order Manager from Fiserv to use their tablet or smartphone to order cash from their financial institution.
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