Banking and Finance 

CCS Customer Request leverages your existing Microsoft Outlook, Office and the Web to track and manage banking, credit union, and other financial service requests. 

CHALLENGE: Increase the level of service to customers and employees while improving bank staff productivity. Bank departments have to field many types of requests that include a variety of forms and routing processes. The challenge is to provide a simple and efficient way to capture specific information, route it to the right staff, and provide timely follow-up.

SOLUTION:  CCS Customer Request - Banking is a powerful yet simple and efficient way to automate the tracking and management of the bank request processes. Clients submit requests from a variety of sources (phone, email, the web, and Outlook) and the tickets are routed to the right department or individual for assignment and fulfillment. Link in relevant forms and policies. Track time, costs, work logs, and status throughout the process.

 banking person


 request trial

Automate your existing forms and manual routing processes to improve customer service and bank staff productivity. Example of requests include:

  • New Account requests
  • Account changes
  • Credit line increase / approval
  • Credit card disputes 
  • Lost credit cards 
  • Fee inquiries and disputes
  • Online banking account changes
  • Wire transfer requests 
  • Loan approvals, changes
  • Business account changes
  • Currency requests
  • Many more...

CCS Customer Request - Banking  Features 

Install in minutes on your existing systems
Submit tickets through email, web, Outlook or phone
Link to and pull contact information from Outlook or other contact manager
Automatically routes to responsible department or individual for assignment and fulfillment
Assign to one or many staff, split ticket into multiple tickets
Full approval and emergency notification features
Access knowledge base, Outlook Calendars to set appointments, and link to any database all from within the request fulfillment form

Quickly identify overdue tickets, high priority status or any other filter with Ticket Views feature. Measure your success with full reporting capabilities

Immediate Benefits

button Improve level of service and increase staff productivity, by providing an easy to use, centralized point, for submitting bank requests
button Improve department staff productivity by automating the request, routing and tracking process
button Reduce time consuming follow-up phone calls for request status and more information
button Improve efficiency and compliance by standardizing request procedures and process
button More effectively measure service levels, response times and costs for requests
button Get more return out of your existing Microsoft investment
button Significantly increase overall operational efficiency and employee satisfaction


 Example Banking and Finance Customers


  first financial bank

     Charter Oak Credit Union

Welcome to Lee Bank - Simple. Direct. Personal.    NuMark Credit Union



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