Banking and Insurance

Digital Signage | Background Music | Audience Detection and Analytics | Visitor Counting | Queue Management | Customer Loyalty | Interactivity | Intellingent Vending | Pro Active Site | Mobile Campaigns | Intelligent Shop | CIM – Customer Interaction Management | Solution Benefits | Tailor Made Projects

Digital Signage

Used to transmit the institutional image and the most innovative products and services (Digital Signage). It is sometimes used together with a Queue Management solution.

Background Music

Background music is meant to create a warm and pleasant environment. The music selection may help to convey the bank’s image. It may include institutional or marketing spots. The solution is also available for the institution’s website.

Audience Detection and Analytics

The solution shows whether Customers passing by are attracted by the shop-windows and allows them to be segmented. This solution is normally used together with a Digital Signage solution. (Audience Detection and Analytics)

Visitor Counting

The solution measures the input and output flows in the branches. (Visitor Counting)

Queue Management

Banking and Insurance manly use the Standard or Plus Queue Management versions often together with Digital Signage solutions.

Solutions without a physical ticket are often requested. In such cases, Customers can be identified by their own bank cards (contactless, chip, magnetic or barcode cards). Cards are inserted or passed through readers built into the Ticket Dispenser/Authentication Kiosk. The ticket can be in paper or virtual via SMS/WIFI. Customers may be called by name or, for example, by their dates of birth. In the latter cases, there may not be a ticket (either physical or virtual)
There are some situations in which connection of the solution to the computer network is not authorised. In such situations one may use Electronic Call Terminals.

Customer Loyalty

The fact that the majority of Customers have bank cards favours the establishment of loyalty tools at the branches and also at the self-service equipment (Customer Loyalty).


Various solutions are available such as interactive windows for outdoors and indoors, kiosks, interactive tables, interactive floor, interactive showcases, directories and robots (Interactivity).

Intelligent Vending

Possibility of carrying out  Banking and Insurance customised projects. (Self Service)

Pro Active Site

The main goal is integrating the website into the sales force. It enables launching personalised campaigns to Customers. (website)

Mobile Campaigns

The range of solutions comprises card virtualisation, tailor-made campaigns and payments. (mobile)

Intelligent Shop

The main goal is to set up tailor-made campaigns which are adjustable in real time. The campaign is initiated by attracting Customers to the branch’s Shop-windows and takes place while they are in the Branch. (Customer Journey)

Branch Remote Management

The solutions provide a set of indicators that enable central administration to get to know the Branch operation. These indicators can work as decision support, in terms of optimising the operation of the Branch network regarding sales, human resources and even location.(Branch Network Management)

CIM – Customer Interaction Management

The main goal is performing multichannel Real-time Campaign Management. (Customer Interaction Management)

Solution Benefits

Find out more about the solution benefits

Tailor Made Projects 

Information system based on kiosks and on Sugar CRM. The system allows customers to check the credit card movements, to check the amounts to be paid on the agreed dates, to issue credit requests and to check their status, to check and modify personal data.

The CRM leverages the customers’ segmentation and the implementation of personalized campaigns