Banking and Finance

Leverage your existing SharePoint or Office 365 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 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

Crow Canyon Request Manager for SharePoint is a powerful and efficient way to automate the tracking and management of requests. Clients submit requests from a variety of sources (SharePoint, Office 365, phone, email, the web, Outlook) and the tickets are routed to the right department or individual for assignment and fulfillment. Link in relevant forms and policies. Integrate with financial and account databases. Track time, costs, work logs, and status throughout the process.

Automate your existing forms and manual routing processes to improve customer service and bank staff productivity. Example of requests include:

Banks use Crow Canyon SharePoint applications

  • New Account requests bank
  • Account changes
  • Credit line increase / approval
  • Credit card disputes
  • Lost credit cards
  • Fee inquiries and dispute
  • Online banking account changes
  • Wire transfer requests
  • Loan approvals, changes
  • Business account changes
  • Currency requests
  • Many more…

Banking and Finance was last modified: by