The solutions helps in bringing ‘Customer Centricity’ of the service business processes in Banks & NBFCs by allowing different internal teams to collaborate on Cases. It drives operational efficiencies and differentiated service by enabling consistent customer experience across various channels like Web, phone, SMS, email & Chat.
The solution has prebuilt data models suitable to India with support of entities like Financial Accounts, Financial Products, Customer 360 with cross Sell & Upsell Offers, KYC insights & Branch Hierarchy.
Pragmasys offers a configurable Customer Service Workflow Automation Solution which transfers control support process flows setup from developers to business users. It provides comprehensive case management capabilities including ability to define multiple flows based on different criteria, multistep sequential processes with defined SLAs.
Business users can:
Some of the preconfigured processes in context of India Banking & NBFC Service processes include
Predefined Case Management Dashboards are available to track KPIs