Tag Archives: Customer

Success with Cortera: John Pomilio, Vice President, Customer financial Services, XTRA Lease

Posted on July 27, 2011 by


See how XTRA Lease one of the largest over-the-road trailer rental and leasing companies in North America has optimized their credit operations with the help of Cortera. John Pomilio, Vice President, Customer Financial Services discusses his success leveraging Cortera’s full suite of offerings including Cortera Pulse, Cortera CPR and Cortera eCredit.

Permanent link to this post (53 words, estimated 13 secs reading time)
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Customer Loyalty in Australian Financial Services – Market Research Reports on Aarkstore Enterprise

Posted on September 29, 2010 by

Introduction

Customer loyalty is set to become more important as competition returns to the Australian financial services market. The global financial crisis allowed the major domestic banks to capture much of new banking business, but with new entrants set to enter the market, customer loyalty is expected to gain in importance. This report analyzes a broad spectrum of topics associated with customer loyalty.

Scope

*Looks at the key drivers of customer loyalty and its state across different product categories.

*Analyzes which factors are most important to customers when considering staying with or switching providers.

This is a preview of Customer Loyalty in Australian Financial Services – Market Research Reports on Aarkstore Enterprise. Read the full post (1356 words, estimated 5:25 mins reading time)
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Tool to manage Customer Care activities for Financial Service Providers

Posted on August 23, 2010 by

Support Module

1. Users / Vendors / Clients could register their complaints /enquiry online and they would be automatically checked if registered or not.

2. Ability to add calls, its date,remarks, person handling, department & shifting of departments

3. Update and Close tickets

4. White labeled Support Module

5. Auto close of tickets & login for clients as well as email of ticket and its update

6. Ability to make internal notes on action taken on those tickets

7. Ability to search for tickets

8. Ability to allocate task to internal users and set deadline for the same.

This is a preview of Tool to manage Customer Care activities for Financial Service Providers. Read the full post (563 words, estimated 2:15 mins reading time)
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We synchronize Marketing, Sales and Customer Care Activities for Financial services firm, that help your Business Grow

Posted on August 18, 2010 by

A. Lead Management Module:

1. Ability to import clients and leads from excel into the system (we shall need a sample format)

2. With Lead Management Module you can try and convert your every lead into customer. The Module is used to manage all the sales leads online.

3. You can send automated reminders to your leads. You can send SMS as well as customized & personalized email reminders.

4. You can keep track of your each and every sales leads online.

5. Lead Management Module is the best way to pull your leads without making call or following up personally.

This is a preview of We synchronize Marketing, Sales and Customer Care Activities for Financial services firm, that help your Business Grow. Read the full post (1127 words, estimated 4:30 mins reading time)
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Comprehensive Customer Management for Financial Service Providers

Posted on August 17, 2010 by

Customer Management Module

1. Ability to import clients and leads from excel into the system (we shall need a sample format)

2. You can store contact details of all your customers online.

3. You can keep a track of how many products/services a particular customer has acquired from you.

4. You can keep a track of number of customers.

5. You can promote all your products/ services on a regular basis to your customers in an automated way and generate more business.

6.Tag contacts based on their services enquired / availed so you can send perfectly targeted marketing messages that convert at much higher percentages

This is a preview of Comprehensive Customer Management for Financial Service Providers. Read the full post (624 words, estimated 2:30 mins reading time)
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