Designed in conjunction with Financial Institutions, the Products and Services module enables employees to store, manage, and retrieve information about products like checking accounts, auto loans and credit cards within the Portal.
The Products and Services Module, winner of multiple industry awards, streamlines the way employees reach product information.
Display product information, promotions, procedures, related documents and much more in a single screen.
Browse all Products and Services directly from your Headquarters or search product names and keywords.
Compare several products by their features and present their data on any Portal page. Information for many products can be edited from one consistent area.
Product name, categorized FAQs, promotions, related products, documents, and features can be searched for each product! Search procedures stored in the module to retrieve step-by-step instructions.
Access to expert information is made easy. Contact employees by product expertise.