Innovative tools for modern banking

Five powerful products that help financial institutions identify customers, manage relationships, and streamline operations.

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One Platform. Five Solutions.

Everything your team needs to serve customers better, grow relationships, and move faster.

Currently Deployed

ID

Enables bankers to identify customers via SMS. Verify identities in person or remotely with confidence and speed.

Customer Success

Streamlined identification that puts the customer experience first.

White Glove Service

Dedicated support to ensure seamless deployment and adoption.

Enhanced Privacy

Built with bank-grade security and privacy standards at the core.

ID facial recognition
Coming Soon

VIEW

Gives bankers a complete view of customer accounts and services. See every relationship at a glance.

Complete Visibility

A unified dashboard for all customer accounts and services.

Relationship Insights

Understand the full picture of every customer relationship.

Real-Time Data

Always up-to-date information at your team's fingertips.

VIEW customer dashboard
Coming Soon

GROW

Manages leads and referrals. Turn every interaction into an opportunity to deepen customer relationships.

Lead Management

Track and nurture every lead from first contact to conversion.

Referral Tracking

Capture and manage referrals across your entire institution.

Growth Analytics

Measure what matters and identify your best opportunities.

Coming Soon

FLOW

Handles integrated workflows for business processes. Automate routine tasks and keep your team focused on what matters.

Workflow Automation

Automate repetitive processes and reduce manual effort.

Process Integration

Connect your existing business processes into one seamless flow.

Task Management

Keep teams aligned and accountable with clear task ownership.

Coming Soon

CONNECT

Powers faster integrations into other systems without needing additional Communicator Open licensing or long Fiserv manager projects.

Rapid Integration

Connect to other systems in days, not months.

No Extra Licensing

Skip the additional Communicator Open licensing costs.

Core Connectivity

Purpose-built for financial institution core systems.

CONNECT API integration

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Book a 30-minute consultation to see how Branch can transform your institution.

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