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Servicing, Client, Case / Instructions - Coggle Diagram
Servicing
Advisors
Submit / Follow up on investor instructions
Fees / Practice reports
Training / Road shows
Fund Performance
Financials (AUM)
Client
Billing
What reports do we send the Client?
What manual reports do we keep track of?
Roles and responsibilities ?
Check with Tyler and Lizelle ! to be unpacked !
Process Maker
Reports
Access to view
Access to query / Add notes
BeesWax
Hell no
Investor
Can we not ...
Why can we have a call me back service ?
Create a chat bot that to answer product and then servicing queries
Why can process maker write to the DFE to indicate the steps of the proces
Servicing channels
Existing
Call inbound
Email inbound
SMS
Email outbound
Call outbound
To think about ...
Security
Call recording
Workflow
Templates / scripting
Call routing / Email routing
Tel number / Email add
Business Scenarios
Reporting
Chat to Amanda
Pooled internal
Pooled SSRS
DFE
What information
User access
Future
Whats app
Chat bot
Online secure chat
Process Maker
Client
DFE
FSP
IFA
Investor
Email in
Billing
How do we ensure that we know who we are talking to
Case / Instructions
Advisor
Investor
Client