Marty can help your customers by handling various requests, filing applications and even carrying out simple, non-cash transactions in the not-too-distant future, such as transfer cash, pay a bill by direct debit, cancel a card or close an account.

Whether your clients need the balance of their account or information on taking out a new loan, Marty has all the answers.

Marty accesses your staff’s calendars to check for availability and book appointments for customers who need 1-on-1 service, including private banking and business clients.

Marty can contact your advisors in real time to check whether they are available and give them sales tips for customers about to be served by them. It also feeds your back office with all the necessary information to process requests.

The entire interaction between Marty and your clients is automatically uploaded to your customer relationship management (CRM) system.

Whether you need to obtain your customer’s digital signature or send a request for authorization, Marty can streamline the whole process, and save time and resources.

To avoid long queues and unnecessary delays, Marty streamlines customer flow, channeling clients to the appropriate cashiers or advisors and assigning priority numbers.

Marty communicates online with your social media, updating the content where necessary, and with your digital signage, posting custom content for customers waiting in the branch.