TrackWise® Customer-Centric Process Management (CCPM): Complaint and Inquiry Handling for the Financial Services Industry © 2008 Sparta Systems, Inc.
Agenda:
Sparta Systems recently unveiled its TrackWise CCPM solution that fully automates complaint and inquiry handling, compliance tracking, opportunity management and account opening with “first contact resolution.” We will discuss specifically how TrackWise helps financial services clients elevate their customer satisfaction levels and lead a demonstration of TrackWise for attendees.
Forrester’s Jost Hopperman is a recognized expert on a number of global banking technology topics including business process management and he will share insights into how optimal complaint and inquiry handling can lead to significant improvement in customer satisfaction levels while simultaneously reducing risk and fostering greater operational efficiencies
- Capture, categorize and handle all customer complaints and inquires in a consistent and timely manner
- Streamline investigation and settlement cycles
- Automate customer correspondence
- Provide real-time visibility to performance indicators using customized dashboards and reports
- Provide appropriate controls and facilitate audits
- Facilitate best-practice improvements through root-cause analysis
- Automate reporting to meet regulatory requirements