CUSTOMERfirst is a fully integrated platform, sharing information across its calculator, educator, guided selling, email, and banker collaboration modules while gaining customer insight and streamlining the customer experience.
No-Code, Low-Code, or Highly Customized Implementation – as your business requires
Choose Your Preferred Implementation Method – full support for iframes, embedded script, and API
Ongoing Advisory Business Reviews – included with every license
- Salesforce® – runs in Salesforce with full data integration for use in the branch or call center environment
- Robust Email Platform – keep customers engaged through their multi-moment, multi-channel journey
- Unlimited Styling and Design Flexibility – no limitation on styling, quickly style to meet any design objective, from the simple to most sophisticated
- ADA Compliant – certified ADA developers, latest WCAG and ARIA standards
- Multi-language – support for Hispanic and other communities
- Common Visitor Profile – across the full platform
- SEO Optimized – full SEO attribution with ongoing monitoring
- Open Interfaces for Secure Integration – OAO/LOS, CRM, SFA, OLB, Tags, etc.
ADVISORY BUSINESS REVIEWS
Advisory Business Reviews (ABR) provide additional value through formalized ongoing insight and recommendations to ensure you are always delivering the most compelling pre-sales experience for your customer.
- Included with Every License – expert analysis and guidance with biannual reviews and benchmarking
- Implementation & Best Practices – ongoing recommendations for continuous improvement
- Competitive Trends – stay current with the latest best practices in digital financial engagement
- Peer and Market Comparison – understand your performance relative to your peer group