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Compass:
 
Manage and maximize your most important asset!

Know your customers, know your products: Navigate to success with Benchmark's Compass New Account Automation. Let Compass be your guide to maximizing your most important asset - your customers. Like STeller, its teller counterpart, Compass is fast, flexible, easy to learn, and easy to use:
  • Open new accounts and sell additional bank products
  • Easily add, change and delete bank products and services
  • Quickly complete and print applications and forms (supports BSI or in-house forms)
  • Maintain detailed referral and customer sales tracking information
  • Access pertinent customer and product information to simplify cross-selling
  • Automatically upload new account information
  • Generate comprehensive sales reports
  • Interface to 3rd party applications

Contact us at sales@Benchmark-Us.com to schedule a demo of Compass.
Download printable information. Adobe PDF
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