Case Monitoring References
Solution description
Our Case Monitoring solution supports the information flow between bank and sales agent by providing online accessible data about the ongoing sales processes initiated by the agent. This solution focuses on credit and loan products. Agent is able to track the status of leads from the first contact to the commitment phase and granting commissions. Agent can inform clients about current status of credit requests and controls commissions.
Advantages
Bank gains a new information channel for its agent and customers at the same time.
- Information distribution to agents and customers;
- Reduced workload on call centers;
- More control over commissions.
Main features
- Username/password authentication with SMS integration;
- Case lists and case detail views;
- Case data and case history view;
- Arbitrary agent hierarchy with multiple levels;
- Drill-down screens for agent group leaders;
- Seamless integration into bank’s portal;
- Web based clients.
