Premier Platform is a comprehensive new account automation system. Customized workflows keep customer service representatives (CSRs) on target while introducing cross-selling opportunities to the account opening process.

Customer Satisfaction

The best opportunity to develop lasting relationships with customers is while they are opening accounts. With Premier Platform, your CSRs will realize greater opportunities for customer interaction and cross-selling products and services.

Integration with Premier

CSRs can access the Premier database during Platform sessions to retrieve customer data or, for customers new to the institution, add customer data to the database. Customer information is then used to populate fields on forms, letters, e-mail and other items.

Cross Sell Event Type and Queue

By adding a cross-sell event to a session, CSRs are prompted to offer another product while the graphical presentation assigned to that product is displayed. If the customer accepts the offered product, a subsequent session is automatically added to the session queue.

Product Information

Premier Platform provides the opportunity for flexible product presentation. Any HTML document can be linked to a product description and displayed. Product defaults established in the Premier database are shared with Premier Platform.

New Account Wizards

Premier Platform's New Account Wizards streamline the process of opening accounts. For existing customers, information is retrieved from their portfolio and account data from the Premier database. For new customers, a new portfolio and account can be established using the Portfolio Wizard without leaving the Platform session.

Standard and Customized Forms

Optionally, Premier Platform contains a complete library of compliant deposit forms. Platform provides additional flexibility by permitting customization of forms and the capability to design new forms and letters. Institution-specific forms can be developed using Premier Platform and included as events in Platform sessions.