Solution Standouts
Create omni-channel transparency by giving your frontline a full view of customer pricing and offers across all engagement channels.
Unlock deeper insights into customer profitability by enabling a comprehensive relationship view.
Streamline processes with intelligent price discretion and automated exception management.
Business Impact
- Elevate customer acquisition and retention strategies without compromising margins, fostering sustainable growth and profitability.
- Enhance customer experience by ensuring consistent conversations and boosting associate engagement, driving loyalty and trust.
- Stay ahead of the competition by swiftly responding to rival offers with a data-driven approach to discretion and exception management.
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CHALLENGE
A top 5 Canadian bank was intensely focused on overcoming the challenge of delivering an optimal customer experience to set itself apart in an exceedingly competitive market.
SOLUTION
The bank prioritized empowering its sales team with the intelligence and insights necessary to ensure that mortgage offers aligned with customer objectives, delivering an unparalleled experience during what is often the most significant financial decision in customers’ lives. Leveraging Frontline Price Guidance through Nomis Deal Manager, the bank seamlessly delivered these insights to the frontline, facilitating customer-focused conversations and engagement. Simultaneously, the platform guided frontline staff through the mortgage application and renewal process, enhancing both customer satisfaction and operational efficiency.
OUTCOMES
Increased overall win rates by 5% on a high volume of applications
Increased funding rate for “rate shoppers” by 12%
Decreased exception requests by 14%