Payout Request

Responsibility

Asset finance – payout request

Work Process

  1. Access the Service Cloud Console through Salesforce, and select “Payout Figure Request – PAF”.
  2. Choose a new case and retrieve the relevant customer profile.
  3. Generate a payout figure to be paid to the customer by the requested date.
  4. Send a predefined, template-based email to the customer with the payout figure attached
  5. Update the case details and close the case.

Department

Innovation and Transformation

Domain(s) covered

Asset finance

Applications used

  • Salesforce
  • email
  • spreadsheet

Benefits

note
  • 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