MobiBranch -- Best Practices in Member Engagementhttp://www.mobibranch.com**We just created Android tablet app for MobiBranch now. Cheers!!**
Reach members, accelerate member growth
The credit unions always have to make decision to build more branches, hire more people to offer better personal service or engage customers to use online channel to cut the cost. MobiBranch is trying to find a leverage to help CUs offer the personal services with a minimal cost. With MobiBranch, the employees are able to visit customers at any public area to sign up new member accounts , handle banking services and offer financial advice.
Re-assembles the work flow for the remote customer service
When set up a new account, the financial institution have to check in a few systems to generate the customer information: customer fill the member forms, the employees entry the information to the banking system; then the employee may have a credit check for the customer and make the member cards; in addition, the customer may get awarded by the referral program and get a referral link to propaganda the financial institution. The process is ended with customer signed a bunch of papers and get a large bag of paper agreements.
MobiBranch can make the account opening process paperless. MobiBranch provides a set of API to talk with the banking core and third-part applications, the employee only need trace the process in MobiBranch and the customer can sign docs on their mobile devices; and the customer get the final PDFs, they can require the application's PDF copy to their email or just keep the documents on the member portal.
Help bank mangers evaluate employees' work by stats report
MobiBranch generates reports and stats for the managers. The reports can be customized by time, services and users. The periodical reports state the achievement per the employee or team.
Self-service in branch, improve customer experience
MobiBranch can be installed as a self-service kiosk in branch. Compare ATMs, MobiBranch is featured more banking services. Instead of waiting in a long queue in the branch, now customers can registered the service via MobiBranch.
Self sign-up portal
MobiBranch has self sign-up module, which can easily to integrate to the social medias and website. With the self sign-up application, all the existing channels will help the credit union find new members efficiently. After the self sign-up portal have been integrated to an exist member portal, the members are able to apply loan and mortgage online by themselves.
Partnerships with local community centers and small business
The credit unions can distribute MobiBranch to the business partners. When people check into the partners, they can be signed up as members and get discount from the partnership