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ENCORE A COMPREHENSIVEAPPROACH TO SALES,SERVICE ANDTRANSACTIONS
2FINASTRA Brochure
ENCORE The Leader in Customer Relationship Managementand Branch Automation for Financial InstitutionsEncore helps differentiate your institution from yourcompetitors by a providing a complete profile of yourclients’ relationships and activities.“Differentiate Your InstitutionEncore combines CustomerRelationship Management(CRM), Teller and Sales & Service(Platform) features in oneapplication to provide all clientinformation and services neededby the universal banker.”Providing the best possible service andenhancing profitability by understandingand fulfilling your clients’ needs arevital to your business. This is becomingincreasingly difficult in today’s highlycompetitive market. Encore helpsdifferentiate your institution from yourcompetitors by a providing a completeprofile of your clients’ relationshipsand activities. The Encore Suite is arelationship-building and retentionsolution that provides intelligent tools fordelivering customer service, processingfinancial transactions, presenting productoptions, tracking contacts and managingsales pipelines across business lines,and speeding deposit account opening.Ultimately, Encore enables financialinstitutions to leverage the power of thebranch to strengthen relationships, improveprofitability, provide better service andoperate more efficiently.Encore combines Customer RelationshipManagement (CRM), Teller and Sales& Service (Platform) features in oneapplication to provide all client informationand services needed by the universalbanker. With Encore, you can open anaccount, run financial transactions, servicean account, manage contacts, and trackprospect referrals and sales opportunities.Information is shared and training issimplified. The flexibility of Encore allowsfor any combination of features atworkstations throughout your institution.Provide Better ServiceThe heart of Encore is its integration withlegacy and third-party systems. Nowanyone, anywhere in your institution,including the call center, can have accessto important relationship information,service history, sales opportunities and thelatest contact information. Encore providesa real-time update of the progress of theclient’s request.With Encore’s streamlined deposit accountorigination, an account can be openedand funded within a few minutes. EncoreWork Queue and Signature and Archivefeatures eliminate paper in the branch andexpedite the client’s service requests, whiletracking this activity in the client profile fora 360 degree view of the customer. You willprovide a professional and timely responseto your clients, increasing satisfactionand loyalty.Business Intelligence IntegrationTo enhance your cross-sell efforts, Encoreis integrated with Finastra’s Touché Analyzer MCIF and Touché Messengermulti-channel direct marketing. Encoredisplays marketing information andhousehold details specific to the customer,enhancing the ability to know yourcustomer and offer products that fit theirneeds. Marketing messages display ondemand or automatically during a tellertransaction.FINASTRA Brochure 3
ENCORE The Leader in Customer Relationship Managementand Branch Automation for Financial InstitutionsEncore enables financial institutions to leverage thepower of the branch to strengthen relationships, improveprofitability, provide better service and operatemore efficiently.“Encore Suite FeaturesThe onsite training and guidanceupon installation guarantees buyin and excitement among all ranksand functional areas.” I nteractive interfaces to legacy systems Client Profile (full view and snapshotview) Client folder notes, tasks, appointments Shared data across branch, call centerand all departments of the institution Contact and Calendar integration withMicrosoft Outlook Online Web Help, including institutiondefined help pages Client ID Scanning and recall Client Relationship Management Rate and Fee schedules Electronic signature and archive Centralized user security administration Quick access to transaction processing Management reportingProven Implementation ProcessesSince Encore is designed exclusivelyfor financial institutions, our staff andimplementation processes are designedto expedite the steps required to provideyour institution with the desired results.The expert consultative implementationapproach at Finastra ensures that yourinstitution’s objectives are met prior toroll-out. The onsite training and guidanceupon installation guarantees buy-in andexcitement among all ranks and functionalareas.After installation, we will continue tosupport your institution and offer followon services to meet ever changing needs.Ensuring your success is the key toour success.4FINASTRA BrochureEnhance the Sales Experience forClients and StaffIn order to grow your business, you needto attract and retain clients through newsales and exceptional service. EncoreSales & Service streamlines the newaccount opening process and providesfront line employees access to importantrelationship information, service historyand sales opportunities. Flexible featuresallow you to easily manage contacts andcalendars, as well as track service andsales, resulting in increased operationaleffectiveness and relationship-building.Sales Features Drill-down account inquiriesInstitution defined product setsProduct presentation screens/scriptsSide-by-side product comparisonsSales Opportunity Detail and StatusesUser Sales LimitsList Import and Call Queue (Campaignsand New Account follow-ups)A complete history of communicationsto and from your customers regardingsales inquiriesNeeds assessment toolsSales Pipeline ReportingWon/Lost Opportunity ReportingRetail new account opening interfaced tohost provider with incomplete reportsSupport for compliance documents withsignature and archiveAutomated account follow-up events(On-boarding)New account work flow events
Service Features Drill-down account inquiries Online service transactions Institution defined service transactions(information gathering fields) Service documents with signature andarchive option Work flow events User service level agreement trackingwith past due tracker Work Queue assignment and events Work Queue dash board notification atsign-on and sign-off Paperless service requests Teller ImageCaptureEncore supports interfaces to severalimage capture solutions that capturedocument images at the pointof presentment.Encore TellerEncore Teller is a flexible, comprehensiveand easy-to-use teller solution. EncoreTeller supports a universal agent model,providing access to client profiles, built-incash machine integration, teller capturefor improved accuracy and speed, andautomated marketing message prompts toimprove sales and referrals.Encore Teller Features Enterprise electronic transaction journalwith automated transaction reversal/correction Vault mode and cash box processing Multiple transaction warning to reducefraud Real time or Split Day Processing Online/offline and cash box currencylimits Batch, teller and branch totals Local account alerts Remote overrides Balancing aids: cash count, buy/sell,over/short, recreate totals Management reports for teller activity,large currency, monetary instruments,Branch Cash Position, store and forward,transaction summary, including over/short reports Interfaces to financial peripherals—suchas receipt/validation printers, cashmachines, check scanners and signaturepads Automatic fee calculation and waivertracking Cash consolidation across the institutionfor CTR reporting with thresholdmanagement option Monetary instrument tracking and OFACcheckCurrency Transaction ReportingEncore Teller provides CurrencyTransaction Reporting (CTR) featuresthat simplify the work required for BankSecrecy Act (BSA) regulations. Encoretracks the cash transactions in the CTRJournal, maintains exempt clients, accountholders and transaction conductors.Encore tracks and prepares the electronicfile for transmission to the BSA site.The CTR Journal has many features,including the cash Monetary Instrumenttransaction listings.Technical InformationMultiple ConfigurationsEncore can be deployed in a variety ofconfigurations, including: Smart client Virtual client Encore synchronizes to Microsoft activedirectory for managing user profiles.Encore Enterprise FrameworkEncore eServices uses web servicesto enable interoperability and supportmulti-channel links from customerknowledge systems, such as legacy host,data warehouse or datamart, MCIFs andanalytics to the point of contact with thecustomer for all Encore solutions.FINASTRA Brochure 5
About FinastraFinastra unlocks the potential of people and businesses in finance, creating a platform for open innovation. Formed in 2017by the combination of Misys and D H, we provide the broadest portfolio of financial services software in the world today –spanning retail banking, transaction banking, lending, and treasury and capital markets. Our solutions enable customers todeploy mission critical technology on premises or in the cloud. Our scale and geographical reach means that we can servecustomers effectively, regardless of their size or geographic location – from global financial institutions, to community banksand credit unions. Through our open, secure and reliable solutions, customers are empowered to accelerate growth, optimize cost,mitigate risk and continually evolve to meet the changing needs of their customers. 48 of the world’s top 50 banks use Finastratechnology. Please visit finastra.comFinastra and the Finastra ‘ribbon’ mark are trademarks of the Finastra group companies. 2017 Finastra. All rights reserved.US 389 / 1017North American Headquarters120 Bremner Boulevard30th FloorToronto, Ontario M5J 0A8CanadaT: 1 888 850 6656
Encore supports interfaces to several image capture solutions that capture document images at the point of presentment. Encore Teller Encore Teller is a flexible, comprehensive and easy-to-use teller solution. Encore Teller supports a universal agent model, providing access to client profiles, built-in cash machine integration, teller capture
