Customer Service Management System (CSM)
The CSM system is essential for interacting with clients at the bank, as it encompasses all functions related to customer interactions, such as creating new customer profiles, opening bank accounts, managing their documents, and inquiring about customer transactions, like account statements and financial transfers. This system prepares transfers for the bank and performs other tasks that serve the client and expedite work performance. The main interface for interacting with customers at the bank includes all the functions necessary for customer engagement, allowing for the creation of new customer profiles and the opening of their bank accounts while managing their relevant documents and inquiries about customer transactions, such as account statements and financial transfers.
Why Customer Service Management System (CSM)?
It analyzes the historical data of customers with the company to enhance business relationships, with a particular focus on customer retention to improve customer satisfaction and ensure that the service or product meets their expectations.
Product Features
- Performance Speed
deposits
- Operations Management
Managing banking operations for client current accounts
- compliance policie
Adherence to specific KYC regulations and compliance policies.
- Archiving
Complete archiving of customer documents.
- Task Distribution
Distributing tasks among the bank's operational team of employees and supervisors.