Best Next Step

Automation Hero augments bankers’ behaviors to improve conversion rates by providing next best step recommendations based on previous steps that led to success.

Automation Hero augments bankers’ behaviors to improve conversion rates by providing next best steps. These recommendations are based on previous steps that have led to success. By monitoring an existing customer’s behavior, it can offer effective suggestions for new accounts or loans at the right time.

Automation Hero lowers the acquisition costs of booked loans and new accounts and allows bankers more time to effectively assist their customers. Companies using Automation Hero to augment sales rep’s decision making see between a 5 – 10% uplift in revenue.

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