Teller-Assisted Self-Service Banking

In the fiercely competitive world of retail banking today, banks are vying for a long-term structural advantage in the marketplace. Many are looking to their retail operations as that lever to expand their market share. But, they are faced with the question: How do we improve the customer experience and increase teller effectiveness, while cutting operating costs at the same time?

Banks can gain the efficiencies they are seeking with Source Technologies' teller-assisted self service (TASS) solution. TASS allows a bank's customers to manage their own financial transactions, while maintaining the teller as a critical component in the overall transaction.

Source Technologies' TASS solution combines our PilotPoint Teller software and family of transactional kiosks. PilotPoint Teller software platform provides the teller with real-time, behind-the-counter visibility into the customer's activities on the PilotPoint kiosk. This creates the opportunity for the teller to focus on great customer service and cross-sell and up-sell opportunities instead of being solely consumed with processing transactions.

PilotPoint kiosks are next-generation self-service platforms designed from the ground up to manage the devices required for secure, distributed financial transactions.

With Source Technologies' TASS solution, banks have real-time control and orchestration of their teller application, managing all branch devices such as check imagers, cash recyclers, and statement printers.

This system provides many benefits for both financial institutions and their customers:

• Drastically reduces wait times: 1 teller can serve 3 customers
• Automates the most expensive teller transactions
• Allows your customers to manage their own transactions while maintaining human interaction
• Tellers are free to focus on customer service and cross-sell and up-sell opportunities
• Eliminates the need for manual bank forms and increases confidence in transaction accuracy
• Increases teller effectiveness and teller/retail space utilization
• Check 21 ready with built in check imaging
• Provides real-time system monitoring
• Reduces or eliminates balancing errors and operational costs by cutting back office error & expense and eliminating customer/teller completed counter documents.

When used together, PilotPoint Teller and Source Technologies' transactional kiosks offer financial institutions a distinctive teller solution to increase effectiveness of in-branch activity.

With TASS financial institutions have a new option available to improve teller efficiency and enhance the customer experience - both essential components to gaining a competitive edge.

Teller-Assisted Self-Service Banking: Highlights

• Tellers are able to focus on customer service and cross-sell and up-sell opportunities.
• Banks can reduce operational costs and increase daily transactions.
• One teller can assist three customers drastically cutting wait times.
• Easy integration with existing CRM, ATM and Teller platforms.