Financial Services Business Efficiency Tools
Referral Aging Alerts
Referral Aging Alerts
Timely responsiveness among colleagues in the referral process ensures client satisfaction with their referral experience. Rapid follow up to an identified need is a critical driver to closing the referral thereby generating additional client satisfaction and fee income. Leveraging the auto aging-cycle alert tools in this process is integral to both the banks success and the client experience.
These time-management tools are designed by our industry consortium members to help your busy professionals stay on top of their received referrals. At the same time, the referral makers are comfortable that the organizational process will be smooth, timely and predictable when they cross-refer key customers.
| Key Business Functions & Features |
| Automated eMail Alerts to Recipient and Maker |
| Customizable Aging Parameters like 7 and 14 day Notices |
| Aging-based Views of Open Referrals Supports Timeliness |
| Auto-CC to Supervisor of Recipient at Select Aging Points |
| Auto-CC to Regional Executives at Escalated Aging Points |
| Include Handling-Speed as a Leaderboard Parameter |