Red Carpet presents a full array of sales, marketing, transaction and account services information, enabling branch staff to work side by side with a client or prospect. Using a tablet equipped with a card reader, associates can quickly swipe a bank card or credit card to identify a customer and to pull up a profile, account information, statement and more. Both customer accounts and bank data can be accessed fluidly without having to toggle between various systems and applications.
This further enables the sales representative to field customer questions, use multimedia to present products and offers, open new accounts, capture signatures, send welcome kits, and email confirmations — all within one system.
Red Carpet iPad-based on-boarding process also includes eSignature capabilities. Financial institutions can utilize the esignature-enabled account opening module to give customers the ability to complete, review, and electronically sign documents on an iPad.