inBranch Engage

Redefine branch network interactions within your customer

inBranch Engage:

The Ultimate Sales Tool

Our InBranch Engage application ensures the highest care and visibility of your customer details, making upselling and cross selling, in real-time, easy.


360 View of Customer Details

Manage customer specific details for the use of relationship management and segmentation, this can be used instead of a full CRM system.


Manage customer service requests and general interactions. Implemented using a workflow to ensure that actions are completed; Track KPIs; Include the Front Office staff in overall bank processes; Leaderboards at branch or team levels to motivate staff. Analyze to enable management decisions.


Product Managers target and sell to customers by defining segmentation rules; creating sales scripts for branch and call center staff to follow; and capturing responses.


Segmentation rules that identify customers that are qualified for campaign offers. Indicators can be linked to Sales scripts. This functionality alerts users if a customer qualifies for campaigns as soon as the customer is present (can also be sued by other channels)

Sales Scripts

Product managers can create multi choice sales scripts for branch staff to use once a qualified customer has been identified. The outcomes of the scripts are then recorded in the interactions management/ Service Request system.


Integration with geofencing applications to alert branch staff of customer presence through tablet application (Kiosk) or Teller (Transact)

inBranch Engage


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