Our Financial Services customer can leverage the Medallia Concierge platform in a variety of ways starting with lead follow up all the way to loan management and ensures that they provide exceptional customer service along the way.
Below is our recommended starting configuration and platform setup for customers who are new to the Medallia Concierge platform.
KEY INTERACTIONS to think about:
Welcome - first customer interaction
Loan status updates
Visit Reminders
TEMPLATES to create to help standardize replies to FAQs:
Location hours
Directions to office
Thank you
SEGMENTS to create to help you with grouping your contacts by key attributes:
Collection Status - Delinquent
1 Day before Appointment
ZINGS to create to automate your communication and processes:
5 minute escalation
Phone call forward
Loan default reminder
TAGS that can be temporarily applied to individual contacts:
Approved
Denied
Want to see a step by step walkthrough of this and other Professional Service use cases? We've got you covered, check out the video section of our knowledge base for our in depth video tutorials.