Our Banking Products, Processes, and
Self-Service Applications. Download as a PDF
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| Account Services | Bill Pay (to a 3rd party) | Card Services (Credit, Check Cards, ATM, etc.) |
Investment Services | Loan Applications and Payments |
Insurance Policy Services |
Debt Collections |
|
|---|---|---|---|---|---|---|---|
| Program/Plan/Product info | Yes | Yes | Yes | Yes | Yes | Yes | |
| Acct Application Enroll/Status | Yes | Yes | Yes | Yes | Yes | ||
| Open account/apply for a loan | Yes | Yes | Yes | Yes | Yes | ||
| Change address | Yes | Yes | Yes | Yes | Yes | Yes | |
| Self help/FAQ | Yes | Yes | Yes | Yes | Yes | Yes | |
| Branch locator | Yes | Yes | Yes | ||||
| Schedule appt with advisor | Yes | Yes | Yes | Yes | Yes | Yes | |
| Automated payments | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Make a payment | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Stop payments | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Balance inquiry | Yes | Yes | Yes | Yes | Yes | ||
| Last deposit | Yes | Yes | Yes | Yes | |||
| Last 10 transactions | Yes | Yes | Yes | Yes | Yes | Yes | |
| Transfer funds | Yes | Yes | Yes | Yes | |||
| Rates | Yes | Yes | Yes | Yes | Yes | ||
| Report a claim | Yes | ||||||
| Insurance claims status | Yes | ||||||
| Card Activation | Yes | Yes | Yes | ||||
| Re-activation | Yes | Yes | |||||
| Card balances, Limit, Due date etc | Yes | Yes | Yes | Yes | |||
| Card lost or stolen/Reissue or block card | Yes | ||||||
| Change/Set PIN | Yes | Yes | Yes | Yes | Yes | ||
| Information about debts, minimum payment and payment dates | Yes | Yes | Yes | Yes | Yes | ||
| Recharge pre-paid mobile/card | Yes | ||||||
| Make payments to bills/third parties | Yes | Yes | |||||
| Order statement or other forms or checks, deposit books, coupons books | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Proactive notification of events | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Fraud services (outbound or take stops off) | Yes | Yes | |||||
| Debt collections | Yes | Yes | Yes | Yes | |||
| Hardship (Payment Deferment) | Yes | ||||||
| Overdraft notifications | Yes | Yes | |||||
| Customer reminders (to pay) | Yes | Yes | Yes | Yes | Yes | Yes | |
| Authenticate caller | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Reg-d status (limits transfers/monthly) | Yes | ||||||
| Intelligent call routing (right dept/agent) | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Dispute a transaction-transfer to CSR | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
Special Considerations for Your Bank
We have helped banks and other financial intuitions improve their competitive position by addressing some of their top challenges such as:
- Revenue growth strategies using self-service
- Developing agility with an uncertain business model environment
- Customer Experience improvement and management
- Enhance an understanding of a holistic relationship with customers
- Multi-channel integration across all self-service channels
- Proactive notification with outbound
- Success with changing customer behavior (eg, younger clients)
- Multi-factor user authentication solutions
Contact us to talk about how a world-class self-service solution can help you achieve your agenda. What we can do will surprise you. And the results we’ll achieve will impress your executive team.
Can We Help?
We help leading enterprises achieve their growth goals.
Schedule A Free Consultationor give us a ring 866.979.3339