Virtual advisory from neo

With the initiation of the Virtual Advisory module, clients can reach a complex, online application, that supports the work of the Personal Banker network. The program helps the sales representatives in getting acquainted with the customers’ needs, thus the most beneficial products can be recommended. The software has a modulary structure, so each part of the menu can be reached separately. Nonetheless the program has to provide continuous progress from menu to menu, letting the sales representative to go through the entire procedure.