Product & Services Directory
A centralized resource for all product and services information that your financial institution offers. This is critical for new employee training and necessary for exceptional service. The products and services application helps your organization build out your service offerings in an easily digestible format, by keeping all procedures, related documents, promotions, FAQ's, and related products at your front line's fingertips. Product and Services Application also allows you to find the expert on the product, subscribe to a product, procedure, or promotion for the most to be notified of the most up to date information. Having an organized centralized searchable location for all staff will not only improve internal process but the service given to members.
Products and Services Application centralizes all product and service related information. This application allows you do dive deep into the each procedure or keep a high level of product categories. The categories are a group of product that have similar characteristics and each product can be broken down in seven sections with custom fields: General Information Sales Information FAQs Promotions Center Procedures Documents Related to this Product Related Products Setting permissions for Products and Services will allow you to have Product Managers and Section Managers that can only edit items you determine from the list above. Adding the Product Comparison and Product Highlight islands to pages with OnSemble will keep the information easily seen at all times. Products and Services application will have a great impact internally and externally for your organization.