Below is our recommended configuration for Financial Services companies who want to use Medallia Concierge to turn leads into customers by using Zings to capture lead information, quickly answering FAQs by creating templates and building a couple key segments to help target your communication.
KEY INTERACTIONS to think about:
Welcome - first customer interaction
Assessing financial needs
Loan application - how and where to apply
1 Day follow-up
1 week after first email sent
Thank you
TEMPLATES to create to quickly send standardized communication to leads:
Waiting for final decision (credit is being evaluated)
Location hours
Directions to office
Asking for specific information - monthly income and loan amount
Loan Approval/Decline
Links to helpful information
Thank you
SEGMENTS to setup to help target your communication to the right contacts:
Appointment date (to send reminders)
Last follow-up date
ZINGS to create to help automate your communication and processes:
Registration Zing to collect key information (last 4 of social, etc)
Keyword Zing with Loan to let them know how to apply
Lead Follow-up Zing
TAGS that can be temporarily applied to individual contacts:
Approved
In-process/pending approval
Denied
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.