Asset finance – Payment Details Request
- Access the Service Cloud Console through Salesforce, and selects “Payment Details Request – PAF”
- Choose a new case and retrieves the relevant customer profile.
- Locate the documents required to initiate the process of updating that customer’s bank details.
- Send a predefined, templatebased email to the customer with the loan statements attached.
- Update the case details and close the case.
Innovation and Transformation
- 75% reduction in processing time
- 100% accuracy rate in transaction handling and closure
- Improved process efficiency with reduced manual effort
- Resources reallocated to value-adding work
- Improved SLAs resulting in enhanced customer satisfaction
- Increased scalability to cater to increased volume of requests