OVERVIEW

Encore® Sales & Service provides features to service an account, manage contacts, track referrals and sales opportunities or open an account in busy branches or in the call center.  Information is shared and training is simplified. As part of the Encore Branch Automation suite, the flexibility of Encore allows for any combination of features at workstations throughout your institution.

Encore Sales & Service provides your financial institution with:

• Account opening and servicing
• Sales and referrals tracking
• Cross-sell support features
• Client profile integration with MCIF

Encore Sales & Service provides the toolset for your sales staff and their managers to track sales opportunities and make more accurate projections. Additional benefits include:

• Interactive interfaces to legacy systems
• Client Folder Profile (Full view and snapshot view)
• Client folder contact history, opportunities, notes, tasks, appointments and account drill downs
• Contact and Calendar integration with Microsoft Outlook or Lotus Notes integration
• Management Reporting
• Product presentation screens/scripts
• Side by side product comparisons
• Retail new account opening interfaced to host provider with incomplete reports

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