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Banking

Reimagine How You Drive Performance and Knowledge Across Branches

Track individual and branch-level KPIs | Train team on latest product, process and regulatory knowledge | Share important regulatory and product information

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Customer Success Story - Large Private Bank with more than 30,000 users

Increase Up & Cross-Sell Revenue

Help branch and field teams uncover additional revenue opportunities by applying proven up/cross sell techniques and better product knowledge.

Reduce Risk through Instant Dissemination of Critical Knowledge

Automatically send and track bite-sized information on the latest product, process and regulatory knowledge. Maintain announcements and time-sensitive information in a single place, easily accessible from the mobile device.

Improve Customer Satisfaction and NPS

When your staff have the right answers due to better knowledge retention, customer interactions go better and net promoter scores go up.

Improve First-Contact Resolution Time

Improving process and product knowledge improves first-contact resolution time and increases customer satisfaction.

Digitize your Sales Contests for Higher RoI

Drive real-time sales contests with points, badges, challenges and leaderboards to track and improve sales productivity for credit cards, bancassurance, loans and other products

Continuously Motivate and Engage with Branch and Field Teams

Celebrate wins, share success stories, recognize achievements from a single platform

Managers Track Performance and Knowledge Easily

Managers can track and coach individual reps on knowledge and performance easily and quickly through the SmartWinnr mobile app.

Easy Access Anytime/Anywhere

Mobile-first Approach for in-Branch and on-field Staff to access important information as and when needed.

Develop a world class sales team with knowledge as a competitive advantage.

Use Cases for Banking

  • Drive highly successful new product launch trainings and kick-offs
  • Prepare teams during branch audits through gamified quizzes and bite-sized SmartFeeds
  • Quickly ramp-up new sales reps’ knowledge during onboarding
  • Improve sales through real-time gamified sales contests and challenges
  • Drive powerful and engaging events
  • Conduct refresher trainings to keep teams up-to-date with latest knowledge
  • Prepare sales teams for mandatory regulatory certifications
  • Train sales teams on legal and compliance knowledge