New customer sign up and service guide

Subscription document management

Customer consent document management

Financial transaction confirmation management

Service guide and information support

On-line marketing management

Off-line marketing management

Affiliate, sponsored marketing management

Promotion guidance and management

Financial fraud detection and risk management

Update financial transaction policies

Investment strategy analysis

Call performance management

Call forecasting

Headcount calculation based on call forecasting

Metrix chart analysis related to customer satisfaction

Metrix chart analysis related to promotion

Editing customer information

Loan screening inquiry response

Membership management

Product and service inquiry response

Digital help desk operation

Correcting errors of customer agreement

Loan terms guide

Customer satisfaction survey

NPS analysis

VOC collection and analysis

Registration and sharing of best call with group

Review of call evaluation items and criteria

QA related feedback and training

QA process improvement and system development

KMS management

Mystery contact results sharing and feedback

In-depth training by inquiry type and interaction channel

CSR assessment management

Training material management

Customer service script management

New employee training

Planning and holding a CSR meeting

Reception and resolution of complaints for service

Arbitration and resolving of customer disputes and conflicts

Reception of payment-related complaints such as purchases and refunds

Obtaining marketing consent

Acquisition of membership agreement

Invitation to join affiliate service

Invitation to loan

360° Social Media strategy

Social Listening

Big Data Analysis strategy

WFMS planning

Automation solution

Cross-Sell

S2S(Sales to Service)

Up-Sell