Illustrative · Illustrative scenario · banking & financial services
Turning waiting time into product interest, and interest into a worked pipeline.
Retail bank · branch as a profit centre
A retail bank uses queue displays, the customer app and the counter to capture product interest during a visit, then works those leads through the branch CRM with calls, appointments and tasks.
Illustrative scenario. Built from how DeepQ is deployed; the bank and the figures are representative, not a measured customer result. Ask us for a reference call with a bank running DeepQ.
Customer engagement · Lead capture · Revenue
Turning waiting time into product interest, and interest into a worked pipeline.
Retail bank · branch as a profit centre
3x
Captured product interest per branch, representative target
Per branch
Leads, appointments and conversion reported, representative model
1 record
One customer view across branches, representative design
Representative figures, not a measured result.
Representative figures · illustrative scenario
3x
Captured product interest per branch, representative target
Per branch
Leads, appointments and conversion reported, representative model
1 record
One customer view across branches, representative design
The challenge
- Customers waited in front of a blank screen while product promotion depended on printed posters.
- Counter staff heard interest in loans and cards daily and had nowhere to record it.
- Head office could not say which branches generated leads, or what happened to them afterwards.
- Marketing campaigns were planned centrally with no feedback from the branch floor.
What DeepQ put in place
- Targeted promotions on queue displays and in the customer app, selected by branch, service and time of day.
- Product interest captured at the app, the kiosk and the counter, written straight to the customer record.
- Leads worked through calls, appointments, tasks and notes in the branch CRM, with transaction value recorded at completion.
- Branch-level pipeline reporting next to service-time reporting, so commercial and operational performance sit on one page.
What changed
- Every branch has a lead pipeline and a conversion rate reported beside its service metrics.
- Counter staff see a recommended offer with the customer's history rather than a generic script.
- Management reviews interest-to-lead conversion and revenue-bearing services per branch in the monthly pack.
Run the same pilot in your branch.
A pilot branch is typically live within weeks. We agree the measures first, so the result is a number, not an opinion.