Supporting service –to– sales strategies for financial institutions

To provide quality customer service, financial institutions need the right tools to simplify the servicing process and allow employees to spend more time building relationships with customers. ARGO’s Sales & Service solution enables employees to smoothly transition from service exchanges into needs-based, cross-sell conversations that incorporate marketing offers and recommended sales opportunities.

ARGO’s solution helps financial institutions:

  • Streamline the account opening process
  • Guide customer onboarding
  • Deliver accurate service
  • Manage attrition risk
  • Integrate online channels
  • Eliminate paper documents

Download the Sales & Service solution brief to learn how ARGO can help your organization improve processes and spend more time helping customers achieve their financial goals.