S1 Sales and Service Platform shares the same objects, engines, and client processes as S1 Teller and S1 Banking Call Center, making it possible to utilize teller components as part of the sales platform transactions. Additionally, the S1 Sales and Service Platform integrates with customer information systems and CRM solutions (S1īs or third party). This allows S1 Sales and Service Platform to fit your institutions unique sales environment.

Features

As a complement to S1 Teller, S1 Sales and Service Platform centers on the sales and service needs of the new account and customer service side of your branch operations. It is comprised of a set of workflows, transactions, sales tools, and core services designed to expedite the process of selling new products as well as servicing existing customers and accounts. Core services include:

• Data sharing
• Product information tables
• Product comparisons
• Active selling support
• Calculation of interest rates
• Determination of future values
• Sales presentations
• New account document preparation