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Financial Services Configuration Overview - Getting Started
Financial Services Configuration Overview - Getting Started

Unsure where to start? Check out our recommended starting configuration for Financial Services customers who are new to the platform.

Updated over a year ago

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.

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