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Standard Retail Banking Service Processes for Financial Services Cloud
Implementing and executing effective service processes is a key factor for customer satisfaction. Building service processes and configuring integrations with external systems is a time-consuming and complex task.
Service reps can launch these service processes and get started with critical customer service operations. Customer community users can directly launch these service processes from a self-service portal and quickly submit their service process requests.
- Address Update Service Process
The Address Update service process allows your customers to update their addresses so that they receive important communications and statements at the correct location. - Change Billing Cycle Service Process
The Change Billing Cycle service process simplifies card management for your customers, enabling them to change their payment due date or statement calculation date for a future month. Customers can align payments with their financial preferences and make sure that they can make card payments on convenient dates. - Fee Reversal Service Process
The Fee Reversal service process allows your customers to request a reversal of fees charged to their accounts. - Lock or Unlock Card Service Process
The Lock or Unlock Card service process enables customers to lock or unlock their cards for enhanced security and better control over card usage. It prevents unauthorized transactions and makes sure that customers can quickly secure their cards when needed. - Manage Beneficiaries for Retail Banking Service Process
Your customers can use the Manage Beneficiaries service process to raise requests to add, modify, or delete beneficiaries. This service process makes sure that beneficiary details are accurate. - Manage Card Usage Service Process
The Manage Card Usage service process simplifies card management for your customers, enabling them to set and adjust limits for their cards. Customers can gain greater control over their accounts by making sure that spending stays within their financial preferences, and prevent unauthorized transactions. - Manage Credit Limit Service Process
The Manage Credit Limit service enables customers to request adjustments to their credit card limits, either increasing or decreasing them. This process helps customers take better control of their finances. - Manage Standing Instructions Service Process for Retail Banking
Your customers can use the Manage Standing Instructions service process to add or modify instructions for setting up recurring and timely payments. - Notify Travel Plans Service Process
Simplify the travel experience for your customers by notifying the bank about their upcoming trips. Verify the legitimacy of transactions and help customers avoid card-related issues during their trips. - Order Checkbook Service Process
Your customers can use the Order Checkbook service process to order a checkbook. Customers can choose the number of check leaves required in the checkbook and the preferred delivery mode while ordering. - Report and Replace Cards Service Process
Your customers can use the Report and Replace Cards service process to report and block cards, as well as request replacements. - Request Loan Payoff Statement Service Process
Simplify the loan payoff process for your customers by enabling them to request for a loan payoff statement. The Request Loan Payoff Statement service process helps customers get clear, timely information on their loan balance and payment details. - Request Statement Copies Service Process
Your customers can use the Request Statement Copies service process to request statement copies for their financial accounts. They can choose to receive their statement copies to a preferred address either via email or post. - Reset PIN Service Process
The Reset PIN service process simplifies card management for your customers, enabling them to easily reset their card PIN. This ensures secure access and prevents issues with account access, maintaining account security and offering peace of mind to your customers. - Stop Check Payment Service Process
Your customers can use the Stop Check Payment service process to cancel a check payment, which isn’t processed yet. They can cancel a check payment if there’s a theft, cancellation, or any other reasons for which the payment is to be stopped. - Transaction Dispute Management for Retail Banking Service Process
Transaction Dispute Management provides a streamlined process for your users to capture and submit customer disputes related to financial transactions. Use Service Process Studio to quickly configure the Transaction Dispute Management service process to give your users a guided step-by-step process for capturing customer disputes. Let your users launch the dispute intake request directly from a customer’s record page in Salesforce. - Transfer Funds to Own Account Service Process
Your customers can use the Transfer Funds to Own Account service process to transfer funds between their financial accounts within the same bank or financial institution. - Update Email or Phone Service Process
Your customers can use the Update Email or Phone service process to maintain accurate contact information, receive timely information, and enhance security through proper communication. - Add Your Company Logo to an Email Template for Retail Banking Service Process
Add your company logo to Salesforce Classic documents and incorporate the logo into an email template. You can later use the email template with retail banking service processes for customer interactions.
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