description of functionality
Call Centre
The system includes functionality specifically designed to support Call Centre activities, offering full integration to workflow, letter production and contact history.
The Call Centre facilities allow staff to:
- Verify the identity of callers
- Log communications with members
- Process AIP referrals from the optional E-commerce channel
The procedures are covered under the relevant application.
- Mortgage sales system
- Mortgages
- Lending pre-completions
- Lending post-completions
- Savings
- Savings new account processing
- Savings existing account processing
- Financial accounting and balancing
- Banking
- Management information
- Contact Management
- Call Centre