Self-Service Account Management/Info

Managing a broad mix of walk-in traffic is a daily task for securities and brokerage companies. But efficiently handling varying customer needs without sacrificing potential new business is an ongoing challenge. How do you handle current customer's needs, while not negatively impacting customer service and staff utilization?

Securities and brokerage companies can optimize both with Source Technologies' self-service account management and info. solution. Comprised of concourse™ software and one of a full line of concourse kiosks, this solution allows your staff to focus on up-sell/cross-sell opportunities and improved customer service without being inundated with time-consuming account management issues. And, it provides customers a fast and easy way to perform numerous activities including receiving dividend, distribution and interest checks, changing account information, purchasing, exchanging and redeeming shares, viewing stock reports and prices without waiting in line or for assistance from a customer service or sales representative.

concourse software is extremely easy to navigate and allows full network management, real-time system monitoring, narrowcast digital advertising, and the ability to update software remotely. The concourse kiosk accepts and dispenses cash, and can process credit/debit payments and check payments. The account management and info solution also supports other applications including providing market information to non-customers.

The self-service account management/info. solution offers many benefits:

• Better utilization of both staff and retail space
• Decreased customer wait time
• Decrease in overall operational costs
• Expanded opportunities to reach customers in non-traditional locations such as malls and corporate offices, etc
• Support of additional applications such as up-selling and cross-selling opportunities
• Frees staff to take full advantage of customer contact - to sell, up-sell, build brand awareness, and educate
• Multi-lingual capabilities can drive greater sales and loyalty from the growing non-English-speaking segment of U.S. consumers

When used together, concourse software and Source Technologies' kiosks reduce lines in the branch, and create savings for costly and time-consuming but services.

A new solution is now available to securities and brokerage companies from Source Technologies. The account management and info. solution offers a new option that will go a long way to improving branch efficiencies and enhancing the customer experience.

Self-Service Bill Payment: Highlights

• Improves utilization of both staff and retail space. 
• Drives greater sales by allowing staff to focus on improved customer service and cross-sell and up-sell opportunities.
• Easy integration with existing back-end check processing systems