Simplify cross-selling for bank employees
Objective: Eliminate navigation and repetitive actions for bank employees who are cross-selling products to existing customers. Without a kiosk, relationship managers, bank staff, and sales reps move all around the CRM, open and close records, filter details, send emails, and so on. Let's build a kiosk to make this process seamless.
Note: You may notice visual differences between the video(s) and the current product UI. The configuration steps shown are still accurate and the video remains a useful guide for setting up and using this feature.
Configuration
The video below shows what happens without a kiosk, how the experience changes because of a kiosk, and how to configure such a kiosk using Kiosk Studio.
