Skip to NavigationSkip to Main Content
Log In Log In using your Salesforce account

Personetics - Equip bank agents with data driven actionable insights

By Personetics
Personetics - Equip bank agents with data driven actionable insights
Complete view of insights presented to the customer
Interactive Insight Dashboards & Action Creation + Notes
Top actionable insights for Relationship Managers to engage customers
Detailed story behind each graphic teaser
Service Agents can view Insights through their servicing portal
React to Actions with Process Builder
Process creates new task

$25 USD per user per month xvccv

Rating

(0)

Listed On

4/2/2019

Latest Release

3/25/2019

CATEGORIES

Agent Productivity
Insights as a service - Equip bank agents with data driven insights

Equip bank agents with data driven actionable insights to raise with customers####Help customers stay on top of their finances####Help agents foster deeper relationships with customers

$25 USD per user per month xvccv