Simplify cross-selling for bank employees

Objective: Eliminate navigation and repetitive actions for bank employees who are cross-selling products to existing customers. Without a kiosk, relationship managers, bank staff, and sales reps move all around the CRM, open and close records, filter details, send emails, and so on. Let's build a kiosk to make this process seamless.

Configuration

The video below shows what happens without a kiosk, how the experience changes because of a kiosk, and how to configure such a kiosk using Kiosk Studio.