Asset finance – Loan Statement Request
- Access the Service Cloud Console through Salesforce, and select “Loan Statement Request – PAF”
- Choose a new case and retrieve the relevant customer profile.
- Generate the customer’s loan statement file based on the requested period (“6 months”, “12 months”, or “All transactions to date”).
- Send a predefined, template-based 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
- Redeployment of staff to more value-adding work
- Improved SLAs resulting in enhanced customer satisfaction
- Increased scalability to cater to increased volume of requests