Cross-channel communications with customers

Increase customer loyalty by employing a range of communication channels. All calls, online and email applications and interactions are tracked in the system. Having access to all required information in bpm’online lending, bank associates can quickly provide consultations to customers, having spent minimum time for request processing.

Online customer account

Automatically register all customer applications from their online accounts. Inform clients about the results, once the loan application is approved. The client can access a self-service portal to access the entire history of interactions with the bank.

Calls

Make and receive calls directly in the system. During the conversation with a client, an agent can access a complete history of interactions. Keep track of calls and link them to relevant system objects.

E-mail

 

Email customers important documents and information, keep them updated on the progress of application approval.

SMS

 

Send text messages from bpm’online to quickly provide customers with recent updates: inform them about the application approval, send a list of documents needed for the loan agreement or remind of an approaching appointment, call or deadline.