Oracle Banking Branch

Comprehensive capabilities

Drive efficient branch administration, streamline till and vault operations, and enhance service request handling and customer interactions with comprehensive teller functions for transactions, instrument handling, and customer service requests, as well as extensive customer, account, and loan servicing capabilities across the product and customer lifecycles.

Intuitive user experiences

Access real-time, actionable business insights and role-based customer data via dynamic, easily configurable dashboards. Enhance service speed and quality with quick-access buttons and shortcuts for frequent tasks and configurable tools for task planning, tracking, and execution.

Persona-driven screens and dashboards

Tailor capabilities for specific banker personas, including tellers, relationship managers, branch managers, and customer service representatives. Optimize the UI for the tasks and responsibilities of each persona with relevant tools, data, and workflows. Use configurable widgets to display relevant, real-time data, such as customer alerts, transaction statuses, and pending approvals.

Efficient task management

Boost service speed and quality with role-based task allocation, configurable queues for prioritization, and automated distribution for optimal resource use. Accurately complete complex tasks with the help of guided workflows, and gain enhanced visibility with real-time updates and persona-driven dashboards. Further boost efficiency by using automated triggers to handle routine tasks and follow-ups.

Smart assistants

Speed up tasks, queries, and transaction execution with embedded smart assistants, powered by Oracle Digital Assistant’s AI technology. Expedite tasks and efficiently handle customer requests using natural language capabilities. Get role-specific support via the assistant’s integration with persona-driven dashboards. Provide chatbots to enable customer self-service for routine inquiries.

Intelligent automation

Automate processes and tasks with embedded natural language processing capabilities. Handle routine activities using automated task triggers. Leverage autopopulation to speed up form completion, and use workflow automation to navigate complex processes.

Machine learning

Leverage machine learning–driven predictions and automation to enhance efficiency, personalize customer interactions, and optimize branch operations, particularly within task management and persona-driven workflows.

Customer 360

Leverage comprehensive, 360-degree views that deliver holistic real-time visibility into customer information, such as account details, transaction histories, household relationships, preferences, and behavioral insights, to efficiently scale engagement and deliver personalized, compliant customer experiences.

Enhanced views

Use enhanced insights—such as household views and balances—and actionable alerts to broaden and deepen customer relationships with personalized offers and services. Leverage real-time views tailored to roles such as tellers, relationship managers, and branch managers to personalize customer interactions and accelerate and streamline servicing.

Rapid insights

Get instant access to customer data, account details, and transaction histories using rapid query capabilities to execute natural language or structured queries. Access real-time insights via dashboards that display metrics such as transaction volumes and task statuses and provide enhanced views (for example, charts and alerts) that are tailored to specific roles. Quickly access transactions using automation.