Banking Sales
Made Simple

SellFee is an omnichannel platform designed to support effective sales of your bank’s products and services.

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Streamline and automate
sales in your bank

SellFee is a comprehensive solution that enables you to sell all products offered by your bank. The system organises and automates the entire process — from presenting the offer, through application submission, to contract finalisation. As a result, it significantly shortens the sales cycle and improves service quality. It integrates all sales channels into one coherent environment, enhancing not only the customer experience but also the comfort and efficiency of your advisors’ work.

Increase the efficiency of the entire sales cycle – 360° support

SellFee is a technologically advanced system equipped with a wide range of functionalities. It ensures easy integration with other systems, supporting the full sales cycle of the bank’s offering as well as the day-to-day tasks of back-office teams.

Sales process support

Income calculator

Reporting

Creditworthiness assessment

Document archiving

Marketing promotional actions

Pre-approved dedicated offers

Task and process management

Self-service sales model

Document template management

Digital document signing

Document compilation

Why SellFee?

A modern and refined system

Proven by leading banks

Built with the latest technologies

Continuously developed and improved

We work with leaders in the financial sector

Discover the success stories of our clients

See how in4mates systems and services enhance business operations.

CASE STUDY

SellFee – a new definition of effective and personalised sales

Choose a system that significantly shortens the time needed to deliver new functionalities. Opt for a low-code solution. Reduce implementation and development costs.

Self-service – greater customer independence

SellFee streamlines online self-service processes, reducing the number of cases that require support from bank employees. It enables the bank to present dedicated offers — such as pre-approved products — directly in the mobile app or online banking. Customers can use them instantly, with minimal formalities, without visiting a branch or contacting the call centre.

Offer profiling, short time-to-market

The system allows active offer personalisation based on up-to-date data, both for individual customers and entire groups. It enables quick adaptation of the system to sales techniques such as cross-sell, up-sell or promotional campaigns. This significantly simplifies marketing activities and accelerates the introduction of new products to the market.

Technological support for every advisor

SellFee enables both initial and detailed simulations of product parameters, as well as seamless transitions from pre-approved and pre-selected offers to the standard sales process. As a result, within the same case, an advisor can propose additional products and services from the bank’s portfolio. All it takes is entering a few basic details — the system performs the analysis and presents a personalised offer that may interest the customer.

Verification and accuracy of the sales process

SellFee guides the user step by step through every task and process. This allows even newly trained bank employees to complete all activities efficiently. The system includes a checklist mechanism that ensures the correct documents are collected from the customer. It verifies their accuracy and generates properly completed templates. It also checks the completion and approval of each stage of the process, eliminating the risk of errors.

Document template management with TemplaR

The system enables the generation of all types of documents, regardless of their complexity, and provides them in both editable formats (e.g., Microsoft Office, OpenOffice) and read-only formats (PDF, HTML). TemplaR’s intuitive interface allows business teams to take control of templates without involving IT departments or triggering extensive change-management procedures.

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SellFee – all channels, segments and products in one system

See what defines SellFee.

Openness

SellFee’s open architecture allows for easy system expansion and integration with other systems in your bank.

Omnichannel

It integrates the bank’s communication channels into one cohesive environment, improving service quality.

Modularity

It can be used to enhance the sales of a selected product or any part of its sales process.

Flexibility

The system can be tailored to the individual needs of any bank, regardless of its scale.

Automation

It increases the effectiveness of sales activities and improves sales and operational processes across the bank.

Configurability

It offers a very high level of configurability, including products, algorithms, procedures and document templates.

SellFee in numbers

1 process

to sell any set of products

~4 minutes

to serve the customer and finalise the sale

~5 minutes

to modify product parameters, process flows or printout content

~1 hour

to launch a new product into the sales process