Retail Banking: Branch Transaction Experience
About the App
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Xchange Listing | ||
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Description |
Gathers customer feedback on the branch experience and provides internal users with the ability to understand branch and associate performance, compare districts/regions, and establish CX linkages to operations. | |
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Prerequisite |
Retail Banking: Base | |
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Intended Trigger |
Post branch transaction | |
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Hierarchy Unit |
Branch | |
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Survey Forms |
1 |
Branch Transaction Survey |
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Survey Modes |
1 |
Feeded Web Survey via Medallia Best Practice Template HTML Email Invitation |
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Survey Designs |
1 | |
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Available Pre-Configured Translations |
Survey Form & Email Invitation |
English, Spanish (Spain), Spanish (Mexico), French (France), French (Canada), German, Italian, Portuguese (Brazil), Japanese |
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Reporting |
English, Spanish (Spain), French (France), French (Canada), German, Italian, Portuguese (Brazil), Japanese | |
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Reporting Roles |
6 |
Admin, Insights, Executive, Area Manager, Branch Manager, Branch Associate The Admin, Insights, Executive roles are shared by all Retail Banking Solutions included in this scope of work. |
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Alerts |
3 |
At-Risk Customer, Relationship Deepening Opportunity, Promoter |
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Closed Loop Feedback Forms |
1 | |
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Template Data Integrations |
1 |
• Invitation feed (up to 33 templated fields) |
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Automated Batch Exports |
1 |
Record-level |
App Supporting Materials
The following table provides quick access to all essential supporting materials for the Retail Banking: Branch Transaction Experience BPP, including data design specifications, dummy data sets, survey and branding details, and translation files, available in Google Sheet, Excel, and PDF formats.
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Document Name |
Google Drive |
Excel |
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Retail Banking Branch - Data Design | |||
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Retail Banking Branch - Survey and Branding Specification |
Retail Banking Branch - Survey and Branding Specification Google Drive |
Retail Banking Branch - Survey and Branding Specification Excel |
Retail Banking Branch - Survey and Branding Specification PDF |
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Retail Banking Branch - Dummy Data |
N/A | ||
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Retail Banking Branch - Translations |
