+1 (954) 846 7011

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RETAIL BANKING & FINANCE DATA ANALYTICS

Capture data from almost any source to make business decisions easier and more relevant from a simple to use cloud-based business intelligence tool.

UNDERSTAND THE BIG DATA

Quickly gain insights into the business portfolio and create action points in real-time. Big data is shaping the customer experience forever.

CUSTOMIZED REPORTING

Create incisive reports relevant to your business, view the business’s key performance areas and compare against targets.

 
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MEASURE THE OPPORTUNITY

Capture customer traffic data to the branch; understand what your true up-sell & cross-sell opportunities are, and how it changes throughout the day/week and how seasonality may influences this.

UNDERSTAND YOUR POWER HOURS

Quickly gain insights into when your busiest times are and staff accordingly to make best the opportunity, and reduce customer frustration.

DRIVE THE UP-SELL & CROSS-SELL OPPORTUNITY

Inform staff when an increased time is available to interact with your customers without causing delayed queuing.

 

MEASURING CUSTOMER TRAFFIC IS JUST THE BEGINNING

Whether your business is a stand-alone finance house or a large multi-faceted chain, understanding the opportunities and pinch points are vital to managing & growing your business. With over 15 years of experience, CountWise continues to work with many of the world’s leading retail banking institutions, advising and helping them deliver great customer service.

From gaining a clear and concise understanding of the business on an hour by hour bases, this includes, an associate deployment that meets your customer needs, reduces frustration and builds loyalty. To monitoring queuing behavior, that reduces in-branch abandonment & managing portfolios KPI’s.

Our clients have benefited from our knowledge and we are only too happy to share our experiences to help others understand the opportunities and gain a quick return on their investment.

Many of our clients and partners have reported increased customer satisfaction ratings from exit polls; following the introduction of a solution that monitors and reports KPIs.

 
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DRIVE CLOSER RELATIONSHIPS THROUGH RETAIL BANKING INTELLIGENCE By Answering A Few Questions:

  • What is my branch traffic and what is the arrival rate of each client?
  • How long do customers spend within branch or at the self-service zones?
  • What is the best performing teller to customer ratio, “what impact if changed”?
  • What is the average & maximum queuing time in any period of the day?
  • How many people abandoned the queue before reaching the front?
  • How many tellers are required to deliver good service?
  • How often in any period have KPI’s been exceeded (greater than X people in a queue)?
  • What are my daily figures, for example, 95% of people serviced within the agreed KPI? 
Corporate Headquarters:
1149 Sawgrass Corporate Parkway
Sunrise, Florida 33323 USA
Email:
Tel: +1 (954) 846 7011
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