9Lenses for Business Banking
Become the bank your
clients rely on.
Make every client feel like your only client.
Bankers often manage numerous clients at a time. With attention spread so thin, providing quality guidance or recommending the right solutions is challenging.
9Lenses helps relationship managers make the most of every conversation. Our embedded discovery tool gathers the data and context they need to advise each client on all the right solutions to grow their business.
Cross-sell more solutions.
No more one-product clients. 9Lenses provides your team with customer intelligence to understand their needs and design a roadmap for selling more. Standardize your upsell and cross-sell process so relationship managers can identify and pitch the right solutions.
- Treasury management
- Merchant services
- Credit cards
- Lending
Go from conversation to consultation.
Now your bankers can spend their client check-ins giving expert advice. 9Lenses offers a high-level picture of clients’ businesses, so your team can address their most complex needs. Before they get on the phone, use the 9Lenses platform to generate client-specific insights and tailored solutions.
Focus on relationships, not transactions.
Are your relationship managers just taking orders? 9Lenses’ Virtual Sales Coach takes care of the background research they need to start building quality relationships. They can ask the right questions, offer the right solutions, and make every client feel understood.
9Lenses helped us digitize the working capital engagement process.
—Fortune 500 Banking Executive
See how 9Lenses can transform your banking business.
9Lenses is the first SaaS platform that systemizes the entire sales engagement process. Use it to delight your customers and empower your sales team.
