Financial Service Request Management

Embark on a revolutionary journey with Newgen’s Service Request Management for financial institutions. Elevate customer experiences by effortlessly accepting, assigning, and fulfilling customer and user requests, ensuring transparency at every step with our intuitive digital service portal. Enhance operational productivity, foster improved collaboration, and effortlessly create/modify request workflows with our service request configurator. Say goodbye to delays with pre-built request templates and propel your organization to new heights—leveraging Generative AI for a great customer experience, personalized communications, and reporting.

Features of Financial Service Request Management

Unleash the Power of Gen AI

Effortlessly generate workflows, suggest solutions, and reduce the workload of your agents by summarizing the requests. Your Gen AI Genie is here to revolutionize your tasks. Sit back, relax, and watch as mundane tasks vanish, giving your team the freedom to focus on what truly matters. Step into a realm of heightened productivity and efficiency.

Dashboard and Reporting

Detailed insights on parameters, like Service-Level Agreement (SLA), TAT (turnaround time), request status, user performance/throughpu, etc. Get prescriptive analytics report to further mitigate current challenges. Monitor every new request that goes through a pre-defined approval matrix. Ensure a four-eye review concept for the First Time-Right (FTR) request registration.

Discover Seamless Self-Service

Elevate the capabilities of your financial institution with a versatile knowledge base for swift answers. Track requests transparently and seamlessly integrate your portal with custom apps, delivering a uniquely tailored self-service experience. Welcome to a world where empowerment and customization are just a click away.

Smart Request Configurator

Unleash the potential of our low code platform with Newgen’s service request configurator. Empower business users to effortlessly create service requests on the go, all within one intuitive interface. Define workflows, forms, rules, user rights, and TAT seamlessly. Our platform guarantees flexibility, simplifying change management with our modify feature and minimizing rework through our copy feature. We empower teams at your financial institution to duplicate an existing SR, make changes, and launch on the fly. Experience comprehensive request configuration without the chaos.