PRECENDENCE makes Bank and Priority Customer relation classy
PRECENDENCE simplifies all major areas of priority customer interactions, such as managing contacts, handling service request, reminding customers on their document expiry, wishing customers on their birthday and anniversary, and numerous other tasks. It also has dashboard, analytics and reporting tools to provide business owners with an all-encompassing vantage point of operations.
What PRECENDENCE do for your business?
- Store information about leads, opportunities and customers so that all the people involved stay informed.
- Act as a central shared system for contacts, calendars and files.
- Email and SMS reminders to make sure that you never leave a prospect behind.
- Smooth management and tracking of service request.
- Increases customer satisfaction index by reducing MTTS.
- Integrate into your existing workflow.
- Save man-hour and reduce administration costs.
- Management time savings through single window monitoring.
- Administrative time savings through performance reports.
- Increases visibility and transparency.
Features
Complete web based solution ensures maintaining and updating the system much simpler as it could all be done on the server.
To get the facility of priority banking customer need to be registered for this service. System can manage customer registration process. After successful registration/subscription auto email containing a confirmation and thanking letter will be sent to the customer. Besides emailing, SMS can be sent to customer.
Priority customer following information is available:
- Personal Information
- Banking Information
- Family Information
- Customer Interest
- Lifestyle Information
- Leisure Information
- Cuisine Information
- Customer Documents
- Average Account Balance
- Other Information
Streamline VAS log resolution through the entire lifecycle and simplify VAS request management from issuance to close including billing. By default, following VASs are available:
- Airport Meet and Greet Service
- Airport Limousines Service
- Travel Concierge Service
- Air Ticket
- Meeting in Center
- Lunch in Center
- Priority Makeover Service
- Hotel Booking
- Health
- Cruise Ticket
Besides VAS, annual services such as birthday and anniversary gift (cake and flower bouquet) can also be managed.
Issuance, redemption and automatic expiration features of dinner coupon are available.
Issuance, redemption and automatic expiration features of life style coupon are available.
The ‘personal touch’ really plays an important role for bank to keep its priority customers happy and connected. The birthday and anniversary wishes are ideal ways to show customers that you care. Just enter birthday dates of priority customers, PRECENDENCE will take care of the rest. System will send an automated SMS/email based on age and gender to the customer on his/her birthday on behalf of bank. The objective is to keep you close to your customers.:
System sends automatic email and SMS notification to priority customer on their document expiry such as passport expiry, vehicle papers expiry, etc.
- Schedule appointment in seconds.
- Manage multiple schedules and share appointment information.
- E-mail & SMS appointment reminders.
- Monitor employee and business performance.
- Audit trail to track appointment changes.
The system can integrate with the core banking software to check customer account balances when requesting services. If required balance is not available, the request will be treated as an exception. Options are available to handle exceptional service requests with appropriate authorization.
The solution has an extensive user module. Besides create/edit/delete users, there will be the option to set privileges. Users access only the data and functions they are permitted to. Security is enhanced by IP and MAC based authentication.
The goal of the dashboard is to automatically show user useful information and other objects as he goes about his/her day. While processing customer service request the dashboard does its best to proactively find objects that are relevant to their current activity. Different kinds of dashboard are available for different kinds of user groups.
Clients
