Banking and
Finance
CCS
Customer Request leverages your existing Microsoft
Outlook, Office and the Web to Track and Manage banking,
credit union, and other financial service
requests.
|
|
|
|
|
|
CHALLENGE: Increase
the level of service to
customers and employees while
improving bank staff
producitivty. bank departments
have to field many types of
requests which include a
variety of forms and routing
processes. The challenge is to
provide a simple and efficent
way to capture request 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, tracks time, costs,
work logs and status
tbankoughout the
process.
|
|
|
|
|
|
|
Automate your
existing forms and manual
routing processes to
improve customer service
and bank staff productivity. Example of requests
include:
-
New Account requests
- Account changes
- Credit line increase / approval
- Credit card disputes
- Lost credit cards
- Fee inquiries and disputes
|
- Online banking account changes
- Wire transfer requests
- Loan approvals, changes
- Business account changes
- Currency requestes
- Many more...
|
CCS Service Request -
bank Features
Immediate
Benefits
 |
Improve level of service and
increase staff productivity, by providing an easy
to use, centralized point, for
submitting bank requests |
|
Improve department staff
productivity by automating the request, routing and
tracking process |
|
Reduce
time consuming follow-up phone calls for request
status and more information |
|
Improve efficiency and
compliance by standardizing request
procedures and process |
|
More
effectively measure service levels, response times
and costs for requests |
|
Get more return out of your
existing Microsoft investment |
|
Significanty increase
overall operational efficiency and employee
satisfaction |
|
Example Banking and
Finance Customers
 
Back to
Top
| 
