Proactive Financial Service Request Management

It’s a low-code, cloud-enabled platform that automates and streamlines service request handling across banking departments- enhancing turnaround time, SLA compliance, and customer satisfaction. 

It enables 50% faster turnaround and 90% quicker handling of subsequent requests through automation, straight-through processing (STP), and intuitive workflows. 

The solution supports requests across retail banking, commercial banking, wealth management, and internal departments like HR, finance, and operations. 

It offers omnichannel request initiation (mobile, portal, chatbot, branch, email), real-time notifications, and personalized dashboards, ensuring transparency and responsiveness. 

Yes, using the low-code Service Request Configurator, business users can define workflows, validations, forms, and rules-without relying on IT teams. 

It provides real-time tracking, automated escalations, and 360° dashboards to monitor request status, SLA breaches, and turnaround times. 

GenAI enables automated workflow generation, case summarization, and suggestive solutions based on historical data-accelerating resolution and reducing manual effort. 

It ensures secure handling of sensitive data, supports document compliance, and protects against unauthorized access with robust protocols. 

Users can access prescriptive analytics, create custom reports using a report wizard, and view performance metrics across geographies and departments. 

• 50% faster turnaround time
• 90% faster handling of repeat requests
• Improved SLA adherence
• Higher CSAT scores
• Empowered employees and smarter operations