The wealth management division of New York-based NBT Bank has selected Fiserv’s tablet-based sales solution, Sales Enablement, to streamline and personalize sales engagements.
Sales Enablement is an interactive, fully customizable brand and sales message-focused tool that facilitates a more personal, dynamic conversation with clients and prospects.
The toll 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.
Fiserv said that its Sales Enablement solution will enable NBT Bank’s wealth advisors and retirement plan specialists to customize content and workflows on an Apple iPad.
NBT Bank president of wealth management Tim Brenner said: "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."
Brian Jorgenson, senior vice president of Financial and Risk Management Solutions at Fiserv said: "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.
"Sales Enablement brings the bank a whole new way to facilitate essential personalized interactions, meeting its customers and prospects where they are."