Doculabs Customer Service App
All financial companies struggle to balance speed with compliance and cost for customer change of account requests
Customer satisfaction increases the faster you can process these requests. Speed (especially time to first touch) and communication are critical, especially for wealth retention.
Doculabs has combined its decades of financial industry knowledge with Celonis to drill down into specific life events to identify bottlenecks and key KPIs, such as time to first contact or NIGO and retention ratios.
Our app will help you achieve three customer-centric goals:
Reduce the time it takes to complete a change to an account
Streamline the re-registration process when additional information is required
Improve customer experience and asset retention
Features & Capabilities
View high level metrics and analysis regarding customer service activity
Detailed analysis on duration of cases and time to first touch
Detailed analysis regarding NIGO, cases broken down by account type, NIGO reason, and customer satisfaction
Contact the Partner
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