In December 2015, in order to strengthen the refined management capabilities of Agricultural Bank of China's personal finance department, improve the performance and efficiency of various customer managers, and accelerate the transformation of Agricultural Bank of China's business outlets' "comprehensive cooking" and "household management" models, Hubei Agricultural Bank of China's personal finance department cooperated with Proient to jointly develop the "Hubei Agricultural Bank of China Business Part Distributed Business Communication Remote Management System".
As is well known, Hubei Branch has over 300 customer managers under its personal finance department, distributed across 180 business outlets in Wuhan. How to manage the workload of customer managers who are widely distributed and have to make daily customer invitations through phone calls? Moreover, the individual abilities of each account manager vary greatly. How can we ensure that all account managers can use high-quality sales language to communicate with customers? Strengthening the quantitative management ability and language quality of daily telephone communication among customer managers is the key to the future performance improvement.
In order to solve this problem, the Personal Finance Department of ABC cooperated, combining advanced Internet technology with the business communication management of the customer managers of the Personal Finance Department of ABC, and planned a "distributed business communication remote management system", which significantly improved the per capita output value of each customer manager. Prior to the development of this system, Porient analyzed the work scenarios of various customer managers and conducted detailed pre project research. In the process of system development, with a spirit of excellence, continuously improved and modified multiple versions, ultimately completing the development of this system. After the development was completed, Porient immediately conducted on-site training for all customer managers in the department to ensure that this system could be quickly applied to the actual work.
This system consists of 268 "intelligent recording terminals" and one set of "business communication remote management platform and server-side software". Through this system, the quantitative management and language quality of daily telephone invitations for various account managers in bank personal finance department have been greatly improved, laying a solid foundation for the future growth performance.
Through this system, the personal finance department management personnel can view the daily phone volume, business type, duration, and effective communication of each customer manager at any time. This truly realizes the executable quantitative management of daily phone invitation work for each customer manager, thereby significantly improving the work efficiency of customer managers.
At the same time, the management personnel of Agricultural Bank of China's personal finance department can access the phone recordings of each customer manager at any time, check the communication language between each customer manager and customers at any time, and provide timely language guidance, greatly improving the quality of communication and increasing the success rate of sales.
In addition, this system has powerful statistical analysis capabilities, which can analyze the number and percentage of effective phone calls in different time periods, find patterns, and develop the best communication strategies, making the phone invitation work of Agricultural Bank of China more efficient and contributing to the improvement of Agricultural Bank of China's performance.