Financial Services Business Efficiency Tools
Service Process Delivery
Service Process Delivery
A core benefit our clients have leveraged within the CapitalBase.com portal is the ability to drive their Client-Experience Service Process to help ensure client retention/defense and maximize the potential for fee income and deposit/loan growth from targeted servicing processes.
The ability to define segments on a variety of dimensions, and seamlessly track calling & servicing activity helps ensure that Service standards are being implemented.
Ongoing statements help RMs manage their efforts to attain the organizational service process expectations. Management exceptions reporting helps ensure the desired behavior. CapitalBase.com portal clients also leverage the incentive compensation fulfillment tools to further reward Service Process behavior at the RM, Team, Branch Office & Regional level. Wealth users of the CapitalBase.com portal also leverage a variety of "middle office" and centralized Service Center tools to help deliver their Service Process into lower-tier "maintain" clients, yet are enabled to recognize when such a client is a Family Wealth or beneficiary of a significant top-tier client, and view the holistic relationship being served.| Key Business Functions & Features |
| • Comprehensive Contact/Company Management |
| • Annual Call Planning & Tickler Process |
| • Call Tracking & Client Service-Standards |
| • Team Communication, Coordination & Messaging |
| • Segmentation & Service Level Rationalization |
| • Automated Business Forms, Documents and Letters |
| • Customer Retention & Profitability Processes |
For advanced study and delivery planning, metrics available in the Business Intelligence Suite help correlate Service Level effort with end retention and sales growth modeling. Talk with your CapitalBase.com portal consultant about how some of the next-level Customer Management tools are being used to drive client Service Process Delivery in this challenging environment. And, about how line officers leverage the automated forms, letters, business process ticklers and other features so be more efficient as producers.