Solutions
Savana Banker Experience
One seamless experience bringing together contact center, branch, back office, and assisted account opening, all through a unified end-to-end banking platform.
How Savana Benefits Bankers
Less Time on Systems. More Time with Customers.
Today’s banking customers expect seamless, modern experiences. Disjointed banking systems and manual processes slow service, creating friction between bankers and customers. Savana brings everything together in a connected banking platform built to unify systems, automate workflows, and give bankers the full picture at every touchpoint.
Break Down the Barriers
Unify your banking ecosystem to eliminate silos and improve efficiency.
- Seamlessly connect cores, fintech solutions, CRM, BPM, and third-party integrations.
- Orchestrate across traditional, modern, and multi-core environments.
- Enable real-time data flow across every customer interaction and process.
- Standardize workflows to improve consistency across teams and departments.
See the Full Picture
Give your team the tools to provide faster, more personalized service with a 360° customer relationship view.
- Access everything in one place. Accounts, cards, communications, and more.
- Eliminate system toggling with complete, real-time customer profiles.
- Reduce time spent searching for information so bankers can focus on service.
- Leverage insights to build deeper, consultative relationships.
Optimize Operations
Automate and orchestrate banking processes across your institution to free up staff for higher value customer engagement.
- Move faster with 140+ workflows preconfigured to banking best practices, ready to use and easy to modify.
- Reduce manual tasks with intelligent automation that speeds up service.
- Streamline case resolution with pre-built workflows that ensure follow-through.
- Strengthen compliance and risk management with embedded process guardrails.
- Gain real-time visibility into service performance and operational efficiency.
Centralize Communications
Capitalize on a complete suite of customizable tools for streamlining management of all customer interactions, documents, and communications.
- Automate custom notifications and alerts to keep customers informed and engaged.
- Generate and deliver digital and print statements instantly.
- Securely store and retrieve documents with an audit-ready vault.
- Maintain a complete, centralized record of customer interactions and servicing history.
Bring Banking to the Next Level
Teams Work Better Together.
Contact Center
Respond faster with 360° customer views, automated workflows, and seamless servicing tools that give bank staff a comprehensive interface for helping users.
Branch Banking
Provide branch staff full visibility into accounts, communications, offers, and interactions across the channels that currently require multiple screens and different tabs.
Back Office
Automate processes, streamline case management, and reduce operational bottlenecks by connecting your systems into a single, cohesive view of tasks, workflows, and customer interactions.
Assisted Account Opening
Guide customers through a seamless, connected onboarding experience, no matter the channel, so staff can pick up where the customer left off, with full visibility into every step.
The Banker Experience Ecosystem
Savana seamlessly integrates with the critical technologies banks rely on for core connectivity, customer engagement, compliance, and servicing. By bringing these systems and actions together, banks eliminate silos and ensure every interaction is informed, efficient, and frictionless. Key integrations that enhance the Savana Banker Experience include:
System Connectivity
Core Interface
Unifies traditional, modern, and multi-core environments to provide real-time account and transaction data.
Call Center Management
Integrates with cloud-based call center systems to embed calls into servicing workflows.
Marketing & Pipeline Management
Connects with CRM and marketing tools to enhance customer engagement and drive new business opportunities.
Chat & Co-Browse
Facilitates real-time digital engagement, allowing bankers to guide customers seamlessly through online interactions.
Servicing & Customer Engagement
Statement & Print Mail
Automates statement generation and delivery across both digital and physical channels.
Text & Email Notifications
Keeps customers informed with automated alerts, marketing messages, and servicing updates.
E-Signature
Speeds up approvals and agreement processing with secure, compliant digital signing.
1099 Forms
Simplifies tax reporting with automated generation and distribution of required tax forms.
Money Movement & Transactions
Money Movement
Enables ACH, wires, and other electronic transfers with built-in security controls.
Card Management
Supports debit, credit, and prepaid card issuance and servicing, including activations, spending limits, and dispute management.
Check Ordering
Allows customers to seamlessly request and reorder checks through the online and mobile banking experience.
Compliance, Risk, and Identity Management
KYC/KYB
Accelerates identity verification and compliance processes for both individual and business accounts.
Identity Verification
Enhances fraud prevention with biometric, document, and database-driven authentication methods.
Instant Account Verification
Provides real-time validation of linked accounts, reducing friction in onboarding and transactions.
Banker Experience FAQs
Savana isn’t a traditional CRM or ticketing tool—it’s a unified banker experience platform that connects your core, CRM, BPM, and fintech tools in one interface. It orchestrates workflows and servicing across every channel.
Yes. Role-based permissions let you manage what staff can view, edit, or take action on (including sensitive employee accounts).
Yes. Savana includes case management, workflow automation, and orchestration to eliminate manual processes and ensure consistent service across channels.
Yes. Savana enables seamless, cross-channel account opening, allowing bankers to view, continue, or complete applications started online. All onboarding journeys, documents, and customer data stay synced for a frictionless experience.
Both run on the same unified platform, so your staff and customers interact with the same real-time data and processes. Whether someone starts a conversation online or in the branch, Savana keeps everything connected through Banking APIs.
