Banks can boost revenue by cross-selling to their existing customers, offering credit cards, personal loans, and other products to account holders they already serve. Doing this well normally means bank employees moving all around the CRM, opening and closing records, filtering details, and sending emails, all while trying to keep a sales conversation going.
A kiosk removes the navigation and repetitive actions from this process. Here's how the selling experience compares with and without one:
| Without a kiosk | With a kiosk |
|---|---|
| Memorise the sales script, or refer to it outside the CRM. | Access the script as part of the kiosk itself. |
| Navigate multiple tabs to see customer data, credit card types, and other details. | Get all the data you need within the kiosk itself. |
| Manually filter credit card types to check eligibility. | Automatically see only the eligible credit card types. |
| Copy details across to create a credit card application. | Applications are created automatically from information already collected in the kiosk. |
| Manually send an email to notify the customer. | The notification email is sent automatically. |
In Zoho's own example, bank employees cut their effort by over 50 percent using this kiosk. That freed them up to focus on each conversation, reduce customer wait times during calls, and sell more efficiently overall.