Streamline the banking process with monday.com
Simplified processes are one of the best ways to improve your business. You want to find ways to cut costs while at the same time increasing revenue, but what do you do? Especially if your business grows in the end (which is the aim), it will cost you more.
Streamlining business processes in banking
If you run a small banking business, you may have a system to monitor and control your customer processes. There is a way to monitor and manage everything from the beginning to signing the account documents and everything after. Of course, the goal of all of this is to ensure customer satisfaction.
The business process can be:
- Consumers submit callback request
- Your representative will call them
- Documents and account needs are discussed
- Submit and sign reviewed application
- Account is officially open
Although this is an important process, there may be additional procedures to consider, such as:
- Follow up meetings
- Discuss the potential client internally
- Once documents are in place, contact the consumer to finalise everything
- Ongoing account management
The objective of the business process is to provide high-end customer services, thereby increasing revenue. It’s easy to drop the ball because there’s so much to control. Risk management should be well controlled by the business process. It’s about gathering everything required in an accessible place. Process management is a must for every business, and one of the best ways (if we say so ourselves) is Monday.com.
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Interested in uncovering CRM with monday.com then hit the link below and start your monday.com journey, partnering with Syscor all the way.
Book a call for monday.com Pro Services in South Africa and Africa
Once you have an active account Syscor can assist with a full consulting and professional services stack, including:
- Process design
- Workflow design
- Workspace builds
- Board builds
- App integration
Syscor is a sales, installation, and support partner to monday.com, having completed many successful projects on monday.com. Thus making us very experienced. Syscor has clients that range from Tanzanian Banks to small manufacturing businesses in South Africa, for instance. Our reach is completely continental.
Syscor’s Consulting team are all qualified to deliver a full installation and support offering, meaning we offer turn-key services. We will gladly share any referrals, in order to give you peace of mind. So you can embark on your monday.com journey, with confidence.
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