Use Medallia Concierge to cut down on enrollment time, ensure accuracy, automatically direct customers to correct departments, gather personal information, and follow up on financial approvals.
Below is our recommended configuration to help you communication throughout the loan process.
KEY INTERACTIONS to think about:
Welcome - first customer interaction
During the process - while waiting for approval or taxes
Check or document is ready
After process - check-in on receipt/status update
Payment due dates/receipt of money to bank account
TEMPLATES to create to quickly answer FAQs:
Location hours
Directions to office
Asking for specific information (last 4 of SSN)
Letting customers know loan is ready (1st check and 2nd check)
Loan Approval/Declined
Thank you
SEGMENTS to setup to help target your communication:
Segment by requested department (loans, taxes, new customers)
Segment by payment due dates
TAGS that can be temporarily applied to individual contacts:
Approved
Waiting on specific documents
Denied
ZINGS to create to help automate your communication and processes:
Registration Zing to collect key information (last 4 of social, etc)
Keyword Zings for each department/need
Payment reminder Zing
Want to see a step by step walkthrough of this and other Financial Services use cases? We've got you covered, check out the video section of our knowledge base for our in depth video tutorials.