Concierge banking

Premium service workflows for customers who expect more than self-service banking.

Allow selected customers to request financial and non-financial services directly from their banker or concierge team, with requests managed inside the same operational platform.

Customer request channel connected to banker review and service fulfilment
  • Customer request
  • Concierge team
  • Operational workflow
01

Selected customer requests

Selected customers can request financial and non-financial services directly from their banker or concierge team.

02

Managed inside the operational platform

Requests are managed inside the same operational platform.

See the module in context

See how this capability works inside the complete Bastion platform.

We can demonstrate the running product and discuss how the module could fit your existing infrastructure.

[email protected]