Project ID: 258 | Branch group: Financial Services | Branch: banking
Managing customer inquiries
Project start/end: 29.05.2000 - 31.01.2001
Introduction of the "Clarify eFrontOffice" standard software for better customer inquiry management (managing interested parties, opening accounts, complaints).
The direct bank hopes that using Clarify will improve processing of orders and complaints from customers.
In the implementation, a distinction is drawn between prospects and customers. Orders for prospects include sending special information, for example. Customer orders involve opening accounts or ordering shares, for example. Complaints from customers are also processed with Clarify. An example of a complaint would be an incorrectly posted order. Furthermore, customers can use the Internet for online banking or online stock broking.