Helping small businesses
A Canadian perspective

How do you digitally replicate the in-branch expertise for small businesses?

5misdid6b9va - Helping small businesses <br /> A Canadian perspective

This is where an employee portal comes into play as it connects the entire ecosystem of digital experiences.

Do you have a portal that supports small businesses, and is able to deliver the following capabilities to your advisors/support/staff?

a. A dashboard for small business advisors in Branch and contact centres that notifies them of any cross-sell opportunities?

b. Emulate your customers’ experiences and action areas such as reset passwords?

c. Communicate remotely using Live Chat/Video calls and update the portal with outcomes?

d. Retrieve and collate key documents/statements, without asking the small-business owner, and convert this into a value-adding solution such as an annual KYC meeting?

e. Sync in various sources as CRM and other BI data to provide an indicator of engagement levels?

If you’ve answered ‘No’ to any of the above capabilities, allow us to show you how an employee portal can completely transform your digital experience. Let’s chat at [email protected], Backbase can help you better understand the challenges of businesses and how our solution can address your gaps.

About The Author

Randy Johal is the Customer Strategy Officer for Canada at Backbase.

Randy helps financial institutions turn their digital ambitions into reality with the goal of delighting their customers and driving unique value propositions to thrive in an increasingly competitive marketplace.

He pioneered the launch of the first integrated business services within digital banking in Canada including electronic invoicing and payments as well as cloud-based payroll solutions. Randy’s strategic insights into Canadian consumers and businesses, the impact of open banking and Payments Modernization coupled with his ability to understand how financial institutions can better serve their customers have made him a widely sought-after leader.

Randy was formally trained as an accountant in the UK before owning his own business and becoming increasingly interested in technology-enabled business. Randy has led teams who provided business solutions to top names globally including Hertz, Citizens Bank of Canada, Vancity Credit Union and Central 1.

Get our latest research insights and weekly updates. Sign up now
Cookies on Backbase
We and third-parties use cookies on our website. We use cookies for statistical, preferences and marketing purposes. Google Analytics cookies are anonymized. Your preference can be changed by clicking 'Change options'. By clicking 'Accept' you accept the use of all cookies as described in our privacy-statement.
Necessary cookies help make a website usable by enabling basic functions like page navigation and access to secure areas of the website. The website cannot function properly without these cookies.
Preference cookies enable a website to remember information that changes the way the website behaves or looks, like your preferred language or the region that you are in.
Statistic cookies help website owners to understand how visitors interact with websites by collecting and reporting information anonymously.
Marketing cookies are used to track visitors across websites. The intention is to display ads that are relevant and engaging for the individual user and thereby more valuable for publishers and third party advertisers.