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NBT Bank's Wealth Advisors and Retirement Plan Specialists will use
Sales Enablement to streamline and personalize sales engagements, as
well as simplify the customer setup and onboarding process
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New tool will allow advisors to concentrate more on the client and
less on paperwork
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Fiserv solutions and expertise help clients deliver financial services
at the speed of life, meeting customers where they are using the
technologies they prefer
BROOKFIELD, Wis.--(BUSINESS WIRE)--
Fiserv,
Inc. (NASDAQ: FISV), a leading global provider of financial services
technology solutions, announced today that NBT Bank, headquartered in
Norwich, New York, has selected Sales Enablement from Fiserv. Sales
Enablement is an interactive, fully customizable brand and sales
message-focused mobile tool designed to facilitate a more personal,
dynamic conversation with clients and prospects. NBT Bank plans to
utilize the solution to support its Wealth Management Division and will
arm both its Wealth Advisors and Retirement Plan Specialists with this
new, tablet-based sales solution.
NBT Bank has an aggressive digital banking strategy in place with a
focus on building strong customer relationships and giving customers all
the options they need to take control of their financial lives. With
Sales Enablement, NBT Bank's Wealth Management Division will customize
content and workflows on an Apple iPad® to streamline and
personalize sales engagements, as well as simplify the customer setup
and onboarding process.
"Our role as a trusted consultant and advisor is the basis for all of
our activity and serves as the foundation for our technology strategy.
In particular, we believe it is part of our social mission to help our
constituents build effective retirement plans, as well as meet other
short and long-term financial planning goals," said Tim Brenner,
President of Wealth Management for NBT Bank. "By utilizing Sales
Enablement from Fiserv, we will be able to facilitate constructive and
relevant conversations with our clients, delivering the best financial
advice to support their personal objectives. The process for the client
will be modern, focused, and easy-to-follow, allowing our advisors to
concentrate more on the needs of the client and less on paperwork."
NBT Bank Chief Information Officer Joe Stagliano, added, "We have an
organization-wide commitment to continuously improving the client's
digital experience. This partnership with Fiserv highlights that
direction."
Sales Enablement eliminates most paper and disparate tools by combining
email, documents, collateral, agreements, video, and ROI and pricing
calculators into a single mobile solution that is connected to the
financial institution's existing sales management, onboarding and core
account processing systems. Utilizing optimized visual design on the
tablet, marketing collateral and communications catch customer's
attention more than paper or traditional digital presentations and
brochures.
"People don't want a complicated and lengthy paper-based retirement
planning experience; they want a digital experience that integrates
their work, home and financial lives. While some banks are just talking
about it, NBT Bank is walking the walk when it comes to implementing a
digital-based banking experience that helps customers realize their
investment goals," said Brian Jorgenson, senior vice president,
Financial and Risk Management Solutions, Fiserv. "Sales Enablement
brings the bank a whole new way to facilitate essential personalized
interactions, meeting its customers and prospects where they are."
In a world that is moving faster than ever before, Fiserv helps clients
deliver solutions that are in step with the way people live and work
today - financial services at the speed of life. Learn more at TheSpeedofLife.com.
Additional Resources:
About NBT Bank
NBT Bank offers personal banking, asset management and business services
through a network of over 155 locations in six states, including New
York, Pennsylvania, Vermont, Massachusetts, New Hampshire and Maine. NBT
Bank and its parent company, NBT Bancorp, are headquartered in Norwich,
N.Y. NBT Bancorp had assets of $8.2 billion as of September 30, 2015,
and is traded on the NASDAQ Global Select Market under the symbol NBTB.
More information about NBT Bank and NBT Bancorp can be found online at www.nbtbank.com
and www.nbtbancorp.com.
About Fiserv
Fiserv, Inc. (NASDAQ: FISV) enables clients to achieve best-in-class
results by driving quality and innovation in payments, processing
services, risk and compliance, customer and channel management, and
business insights and optimization. For more than 30 years, Fiserv has
been a leader in financial services technology, and today is among
FORTUNE® magazine's World's Most Admired Companies and Forbes
magazine's America's Best Employers. For more information, visit www.fiserv.com.
FISV-G
View source version on businesswire.com: http://www.businesswire.com/news/home/20151109005518/en/
Media Relations:
Julie Smith
Senior Public Relations
Manager
Fiserv, Inc.
+1 412-225-3182
julie.smith@fiserv.com
or
Additional
Contact:
Ann Cave
Director, Public Relations
Fiserv,
Inc.
+ 1 678-375-4039
ann.cave@fiserv.com
Source: Fiserv, Inc.
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