Step 1
Complaints in
From the CRM, email and contact center
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A layer over the existing CRM that classifies complaints, starts the right regulatory clock and escalates before deadlines are missed.
The problem it solves
Complaints arrive by phone, email, branch and social media. Regulators set response deadlines, and misclassified or late complaints lead to escalations and penalties, but banks do not want to replace their CRM to fix it.
How it works
Step 1
From the CRM, email and contact center
Step 2
Product, issue, severity and vulnerability signals
Step 3
The correct regulatory clock for every complaint
Step 4
Draft replies, escalations and root-cause trends
What's inside
No replacement project; connects to what is already there.
Deadline rules configurable for India and the United States.
Complaints likely to reach the regulator flagged early.
Which products and processes generate complaints.
Built with
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