CHALLENGE: Increase the level of service to customers and employees while improving bank staff productivity. Bank departments have to field many types of requests that include a variety of forms and routing processes. The challenge is to provide a simple and efficient way to capture specific information, route it to the right staff, and provide timely follow-up.

SOLUTION:  CCS Customer Request - Banking is a powerful yet simple and efficient way to automate the tracking and management of the bank request processes. Clients submit requests from a variety of sources (phone, email, the web, and Outlook) and the tickets are routed to the right department or individual for assignment and fulfillment. Link in relevant forms and policies. Track time, costs, work logs, and status throughout the process.