Make human connection paramount
To know and be known is the manifestation of community. Banno People is a CRM tool designed to help you keep up with your community and easily manage accountholder details, even as branch visits get fewer and farther between.
View accounts and history
Manage user permissions
Communicate at scale
Chat directly and securely with accountholders the moment they need you
Customize your support workflow
Fine-tune the way Support works for you and your team. Set the hours you’re available, create automated workflows, and more.
Set the hours you offer support, the days you’re closed, holiday closings, and custom messages that display during and after hours to indicate how soon a user can expect a response from you.
Create and edit saved replies so your team can quickly and consistently respond to common questions and probems. Each reply is editable within a conversation before sending, so responses feel tailored to each user.
Define rules that automatically perform specific actions to organize conversations. For example, you can create a flow for messages recieved containing the word “fraud” to automatically be tagged and sent to your security team.
Organize your inbox by tagging conversations to help search, filter, and add clarification for your team. Some conversations, like those with forms attached, are automatically tagged for your convenience.
Step inside their reality
These real-time chats make your support team heroic first responders, because they arrive in context of the reality your accountholders are experiencing.
With full visibility of their account activity, assurance that they’re fully authenticated, and the ability to share and view transactions, payments, and files in chat, you can talk candidly about what’s going on without giving them the lets-make-sure-it’s-you rigmarole.
And soon, you’ll be able to accept completed forms as attachments. It’s like you’re there with them.
Manage all tools in one workspace
Gone are the days when branch employees sifted through third-party service systems to resolve issues or change a configuration.
Because Banno has made the back office fully API-enabled, employees can sit in the context of the human they’re serving to get a complete picture of their history and activity as well as reconfigure integrations for that person (or all your accountholders) – all in one spot.
We’ve flipped the paradigm from tool-first to people-first.