Positive experiences for your customers

Your client wants the ordered instruction or the submitted request to be carried out quickly, regardless of the way in which the case was initiated. A client's order submitted independently via electronic or mobile banking may ultimately be carried out by your advisor in the branch, and this is an opportunity to provide positive experiences to the client. A conversation with an advisor will also allow you to establish another opportunity to present a sales offer: cross-selling or regarding additional banking products.

We will ensure that your customers experience:

• Shorten the time needed to fulfill your instructions and requests
• Flexibility in shaping transaction parameters within the permitted ranges
• The most accurate information possible on the planned time of the case

How will this affect your goals? Integrated tools, no delays, flexibility are all the qualities that make your client the best ambassador of your bank - this opinion will bring new customers.

Employee efficiency

Reducing the time of introducing new products to the market, increasing the efficiency of processes related to customer service and the back-office area are priority tasks for your employees at the headquarters and other business support units. The goal is always to increase competitiveness and you will usually achieve this by reducing the TCO (total costs of ownership) in the long term. This is guaranteed by the optimization and broadly understood specialization of resources dedicated for this purpose. In addition, you will be fully compliant with the regulations and you will be able to effectively manage the risks associated with these processes.

Merge communication in the organization as part of processes that today are carried out by many instead of one system, e.g.

• Email communication (electronic mail, inbox)
• Voice communication and chat with the client
• Notification system, the so-called ticket

You can merge them in one system and supplement them with chat conversations performed in each internal system along with notifications about new messages. This will improve your processes and allow you to avoid unnecessary delays and additional explanations and iterations related to it. Transparent kanban boards and integration with other systems such as Jira complement what your employees can use to shorten the time of handling a case.

Keeping document templates up to date and delivering them to your client is always an activity that has a lot to do with the proper organization of the process. Let your employees focus on the formal side of this activity and the versioning, defining layouts and archiving as well as full auditability of activities remain on the side of the supporting systems. Make the possibility of defining warnings and reports for alerts available as an option for the responsible employee that you have and entrusted with part of your business.

Reducing the delivery time for new solutions implementing the tested business scenarios must be associated with low cost, not its increase. The use of solutions from the group of low-code platforms ensures the inclusion in this process to a greater extent of business employees who can quickly and accurately describe their needs and even create a complete process flow in the system. Defining more difficult processes Your employees can consult a consulting service provider - this will ensure high quality and allow you to easily join the production environment later if the results are favorable.