HD Saison

What if onsite sales could close a deal at once? What if mobile sales had the “whole bank business” including relevant managers at hand? What if you can complete the entire process from first contact to approval within a few minutes – onsite? That is where Microsoft Kaizala comes into play: connecting the employee onsite by chat and phone, offering the relevant digital forms, news, and announcements as well as additional in-depth information where needed. So why not design those forms in Kaizala to fill out? This way, the mobile sales could complete the digital form with the customer in Kaizala, even attaching photos of additional legal documents. The complete information would then be available to the banking systems, verified and appraised automatically, approved by the manager and confirmed. The returning information would then tell if the loan is approved or not – even special conditions could be negotiated and approved where applicable. New products or new conditions could also be announced, effectively enabling the bank to sell even complex products in a fewer amount of time required.