Streamlining the New Accounts Process Premier Platform

The first and best opportunity to sell your products and services is while opening new accounts. But until now, that opportunity could be easily missed, buried beneath the administrative tasks associated with opening new deposit accounts.

With the Premier II Platform system, you can smoothly script and automate this critical process, complementing the natural skills of your customer service representatives and allowing them the "face-to-face" time they need in order to be extremely effective. No more compliance worries or long delays looking for the proper forms. What's more, streamlined systems integration and the latest technology allows the opening of new accounts from CSRs, call center agents, or virtually any source, including the Internet. With Premier II Platform, you'll get mileage out of every minute spent with the customer, shifting your organization's focus from clerical tasks to the real job at hand—serving customers and selling products.
 

Now your CSRs can earn a much higher rate of return for your institution

Could your Customer Service Representatives be more effective? No doubt about it.

To the public, your CSRs are your organization. Their department is the first and only stop for most new customers. They, and the system you've created for them to work within, make that critical first impression—an impression that must be a positive one if you are to meet your most important goals of customer satisfaction and increased sales of your products and services. You need to give them the structure and the tools needed for the job, and that's where ITI's Premier II Platform system comes in.

Customer Service Benefits

• Full integration with Premier II: Existing customer portfolio data is retrieved from the Premier II database and used to populate new account fields on forms and other documents. Likewise, new customer data entered with Premier II Platform is seamlessly and automatically added to the Premier II database. This integration offers many other benefits as well -- for instance, Premier II Platform shares Premier II interest rate data for consistent, up-to-date deposit rate information.
   
•  Premier II Platform has an event tracking feature that allows CSRs to see what items remain to be completed before the session is finished.
   
• Premier II Platform interfaces with a complete library of deposit forms meeting all compliance standards. CSRs can select any form in the Premier II Platform library, standard or customized, and print it on demand.



• Forms, e-mail and Microsoft WordTM mail-merge documents can be individually customized.
  
  
• Premier II Platform can optionally interface with Deluxe O.N.E.® for Windows® to incorporate risk management and check-ordering services into Platform sessions. Using Web-based technology, data flows seamlessly between Premier II Platform and ChexSystems* for on-line applicant verification, OFAC list screening and more. * ChexSystems services are provided by eFunds Corporation.
   


• Outstanding sessions can be passed between CSRs, or even from one branch to another.
   
• CSRs find navigation within Platform sessions to be quick and simple, designed with the flexibility to accommodate both those who prefer using their mouse, and those preferring the keyboard.

User-Friendly Features Streamline the New Accounts Process

Premier II Platform offers powerful, cutting-edge features unlike anything else on the market. New CSRs get up to speed much faster, while experienced staff immediately become much more effective. CSRs love the way Premier II portfolio and account data populates forms, the e-mail functions, the check ordering and credit verification interfaces with Deluxe, and the user-friendly design. Customers are happy too—the focus is on them and not on forms. As a result, they stay longer and sign up for more products than ever before.

Management Can Plan and Track New Account Activity Like Never Before

Now it's possible to guide employee efforts with the most positive and profitable results imaginable, because Premier II Platform lets you immediately tailor the entire new accounts process to meet sales objectives. Managers responsible for guiding your institution can do so confidently and comprehensively, based on pre-established specifications and workflows, and the analysis of solid data.

"Session Management" is our name for total administrative control and maximum CSR effectiveness: Using an exclusive administrative session scripting feature, CSR performance can be guided by pre-establishing the order in which data-gathering forms and reminders are displayed during the Platform session. Specific events and forms within a session can be assigned a variety of statuses ("required", "locked", etc.) to assure that key steps are accomplished before proceeding further, or that predetermined information, like an interest rate, are not altered. Session reports allow session activity to be monitored, ensuring the best results. With Premier II Platform's session management features, CSRs' efforts can be synchronized to take full advantage of their skills and create a consistent, thorough, and sales-oriented presentation.

Management Benefits

• Premier II Platform offers complete product presentation, with built-in strategies for cross-selling products and introducing new ones. If you choose, your own HTML documents can be linked to a product description and displayed on command, and further linked to a new account session based on that product.
   


• Sophisticated tracking features allow analysis of Platform session activity. Log reports detail session events by account, by CSR, or chronologically. Session reports analyze completed, current and outstanding sessions collectively and in detail.
  


• Premier II Platform integrates with Premiereport, allowing new accounts and new customers to be acquired through the Internet.



• Internet and intranet communication makes it easy to send electronic messages. For instance, CSRs can be prompted to send customers a pre-drafted e-mail message thanking them for their business. Internally, other personnel can be alerted to specific new account activity.
   
• Premier II Platform is easy to learn and use - extensive training is unnecessary, allowing even inexperienced CSRs to project a professional image while meeting your customers’ needs.
   
• Use of the latest 32-bit advanced operating systems ensures long-term processing performance and full Windows 95 or greater and Windows NT compatibility.

 
• Modular design and full integration within the ITI software system means that your needs will be met today and in the future.

New Accounts from Any Source Including the Internet
Premier II Platform integrates fully with your ITI Premier II database for a level of efficiency never before possible. Your CSRs will be able to establish new account sessions based on applications from virtually any source. You'll even be able to acquire new customers over the Internet, using another new and ground-breaking product from ITI: Premiereport, which integrates with Premier II Platform, makes it easy to bring customers into your institution -- and your institution into their homes.

Raise your new accounts process to an entirely new level. ITI's Premier II Platform can give your organization a dramatic advantage that makes everyone happy, from your newest depositors to the board of directors.