Fiserv to boost NBT Bank’s wealth management division

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NBT Bank, headquartered in Norwich, has selected Sales Enablement from Fiserv to support its wealth management division.

Sales Enablement is an interactive, fully customizable brand and sales message-focused mobile tool.

With the solution, NBT Bank’s Wealth Management Division will customize content and workflows on an Apple iPad to streamline and personalize sales engagements.

“By utilizing Sales Enablement from Fiserv, we will be able to facilitate constructive and relevant conversations with our clients, delivering the best financial advice to support their personal objectives,” said Tim Brenner, President of Wealth Management for NBT Bank.

“The process for the client will be modern, focused, and easy-to-follow, allowing our advisors to concentrate more on the needs of the client and less on paperwork.”

Sales Enablement eliminates most paper and disparate tools by combining email, documents, collateral, agreements, video, and ROI and pricing calculators into a single mobile solution that is connected to the financial institution’s existing sales management.

Earlier in October, Telhio Credit Union selected the DNA account processing platform and integrated solutions from Fiserv to transform business. Telhio Credit Union is one of the largest Small Business Administration (SBA) credit union lenders in Ohio.

Arya MM

[email protected]

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