KIVA Respect Unified Teller

Delivering Outstanding Customer Experiences at the Teller Line

Tellers have more personal contact with your customers or members than any other job function in the organization.  Doesn’t it make sense for them to play a key role in your CRM Strategy?  Lead generation, referral management, customer satisfaction follow-up and cross selling are just a few areas that can be positively impacted by your teller staff.

Unified Teller has the full range of teller transaction processing and more.  With Unified Teller you can preserve your existing teller functionality while introducing new approaches for customer interaction management and new technology to support a unification of all customer service delivery technology.

 UT CRM Support

As there are many different approaches to executing a CRM strategy, there are also a wide range of approaches to making tellers an integral part of your CRM efforts.  Following are highlights of some of the UT supported CRM functions:

•  A customer profile presentation upon customer identification displays account summaries, contact history and personalized information.  Data can be drawn from CRM/MCIF databases or through host integration using unique channel collectors.
• Prospect, Referral and Leads routing and tracking throughout the enterprise.
• Identification and greeting of customers through automated processes such as signature verification, card and PIN pad readers, and biometric API’s.
• Universal workstation support for new account servicing and customer service functions along with full teller processing.  This requirement is often used to support supermarket banking installations.
• ODBC database integration as well as support for SQL.
• Integration with Web architecture servers.
• TCP-IP and SNA networking options.
• Single Sign-on can be easily integrated with third party applications and authentication products.
• Optional integration with a centralized corporate security and authorization system.
• Integration with Open Office or MS office applications.

 UT Standard Transaction Functions

UT provides a full range of transaction processing in both online and off-host situations.  UT also includes a number of administrative functions such as security enforcement, transaction authorization, and maintenance of journal files, cash balances, and other branch information.

UT offers base transaction sets that provide a comprehensive foundation or design point for developing custom solutions for all branch automation requirements.  The base functions include: 

• AM/PM processing
• Teller Balancing and Support
• Complete cash control
• Electronic journaling
• Financial device support
• Floating teller function
• Floor limits online and offline
• Configurable tables for fees, commissions, and charges
• Audit trails
• Remote overrides
• Online help
• Foreign exchange processing
• Security
• Store & forward
• Multi-language support
• Multi-currency support
• Optional local file processing
• Integration with major accounting application providers

Unified Teller Definition Facility (UTD)

The UT Definition facility--A "what you see is what you get" (WYSIWYG) multi-user development facility is available to those institutions that wish to develop their own application.  Extremely rich in function, the development facility supports a data repository which is used to create your application.  This can be accomplished by either creating your application from scratch, or by customizing the UT base transaction set.  And while you can use UT transactions “as is”, UTD makes it easy for you to customize every aspect of a transaction or create entirely new transactions.