For BBVA Compass, every step of the customer journey is important, from account opening to basic account maintenance, which is why the bank’s new front-end sales and service application is a key tool for its branch team.
Dubbed Client Vista, the tool connects the bank’s real-time core banking platform to its sales and service team giving them better flexibility to assist the client and discuss products and services that are relevant to their personal needs. For the customer, the impact of the change is minimal, according to BBVA Compass Consumer Director of Business Planning and Client Vista Program Owner Shawn O’Brien, but the application was designed specifically to meet their needs.