Sell Express helps your RM team manage the entire customer journey — from when Head Office assigns the list, through every call, appointment, and closed product. Every recommendation comes with source citations; the final decision always rests with people.
From the first outreach to long-term care and cross-selling — the assistant remembers on your behalf and prompts you at the right time.
Records every contact — even unsuccessful ones — with the channel, purpose, and reason. After three failed attempts, the assistant raises a warning and suggests changing the approach.
With a single note such as “customer meeting at 3 PM tomorrow”, the assistant recognizes it and creates a reminder — so no appointment is ever missed.
Head Office assigns the list to each unit, managers allocate it to RMs (automatically or with manual adjustments), and RMs accept or decline with a reason — tracked both ways.
A complete customer profile and a step-by-step product completion cycle, with each step tied to a real data source (CIC, LOS, Core, Appraisal).
Look up products, rates, and conditions, or ask it to draft a call script — every answer opens the original document and highlights the exact clause cited.
Submit rate, fee, and condition exceptions through a sequential flow, one approver per step, with full version history and a complete audit log.
Customers allocated by Head Office and managers appear instantly on the RM's phone, along with contact deadlines and suggested products.
Every call, meeting, and product completion is compiled into a timeline, helping the RM understand the customer before the next touchpoint.
Unit managers receive the list from Head Office, allocate it to RMs by territory or evenly, and track both acceptance and processing progress.
Data flows seamlessly through every level, so each role sees exactly its part of the work.
Head Office sends customer lists (by batch or imported from a file) to the responsible branch / transaction office.
Unit managers allocate customers to each RM — evenly and automatically or with manual adjustments — and monitor progress.
RMs receive customers, get task reminders from the AI assistant, record every interaction, and receive advisory support through to completion.
The assistant does not make decisions for the bank. It helps RMs work faster, remember more thoroughly, and stay more transparent.
Interest rates, fees, and conditions all open the original document with the relevant clause highlighted — no guesswork.
Application progress reflects data from CIC, LOS, Core banking, and Appraisal — the app only displays and syncs it.
The assistant suggests and drafts; the final decision always rests with the RM and the approver.
Please share your details and needs — we will arrange a demo of the AI assistant on both the mobile app and the dashboard, using data that closely mirrors real banking operations.