OREANDA-NEWS. November 11, 2015.
Fiserv,
Inc. (
NASDAQ: FISV), a leading global provider of financial services
technology solutions, announced today that
NBT Bank, headquartered in
Norwich, New York, has selected Sales Enablement from
Fiserv. Sales
Enablement is an interactive, fully customizable brand and sales
message-focused mobile tool designed to facilitate a more personal,
dynamic conversation with clients and prospects.
NBT Bank plans to
utilize the solution to support its
Wealth Management Division and will
arm both its
Wealth Advisors and
Retirement Plan Specialists with this
new, tablet-based sales solution.
NBT Bank has an aggressive digital banking strategy in place with a
focus on building strong customer relationships and giving customers all
the options they need to take control of their financial lives. With
Sales Enablement, NBT Bank's Wealth Management Division will customize
content and workflows on an Apple iPad® to streamline and
personalize sales engagements, as well as simplify the customer setup
and onboarding process.
"Our role as a trusted consultant and advisor is the basis for all of
our activity and serves as the foundation for our technology strategy.
In particular, we believe it is part of our social mission to help our
constituents build effective retirement plans, as well as meet other
short and long-term financial planning goals," said
Tim Brenner,
President of Wealth Management for NBT Bank. "By utilizing Sales
Enablement from Fiserv, we will be able to facilitate constructive and
relevant conversations with our clients, delivering the best financial
advice to support their personal objectives. The process for the client
will be modern, focused, and easy-to-follow, allowing our advisors to
concentrate more on the needs of the client and less on paperwork."
NBT Bank Chief Information Officer
Joe Stagliano, added, "We have an
organization-wide commitment to continuously improving the client's
digital experience. This partnership with Fiserv highlights that
direction."
Sales Enablement eliminates most paper and disparate tools by combining
email, documents, collateral, agreements, video, and ROI and pricing
calculators into a single mobile solution that is connected to the
financial institution's existing sales management, onboarding and core
account processing systems. Utilizing optimized visual design on the
tablet, marketing collateral and communications catch customer's
attention more than paper or traditional digital presentations and
brochures.
"People don't want a complicated and lengthy paper-based retirement
planning experience; they want a digital experience that integrates
their work, home and financial lives. While some banks are just talking
about it, NBT Bank is walking the walk when it comes to implementing a
digital-based banking experience that helps customers realize their
investment goals," said
Brian Jorgenson, senior vice president,
Financial and Risk Management Solutions, Fiserv. "Sales Enablement
brings the bank a whole new way to facilitate essential personalized
interactions, meeting its customers and prospects where they are."
In a world that is moving faster than ever before, Fiserv helps clients
deliver solutions that are in step with the way people live and work
today - financial services at the speed of life. Learn more at TheSpeedofLife.com.
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