The ability to provide enhanced customer experience while adhering to regulatory compliance is a challenging issue for any organization - particularly in the Financial Services industry. The CLARIFIRE® SaaS workflow automation platform is taking customer experience to the next level by offering self-service options: customers can ask questions, submit inquiries or escalations, request loan modification, complete forms, share documents, and more.

Enhance customer communication AND customer engagement while simultaneously confirming compliance with your predefined customer response times.

  • Customers have online access to CLARIFIRE COMMUNITY® and are guided through the process on how to submit requests and complaints.
  • Workflow based on customer request type is automatically triggered and routed to the appropriate representative with no delays.
  • Organizations have auditable, interactive communications with customers, in the form of notes, actions and documents.
  • Customers are provided with on-demand access to information.
  • Customers can personalize their preferences to receive notifications of status and communications on their schedule.
  • Dashboards provide interactive views for real-time collaboration.

Click to view other CLARIFIRE Workflow Solutions for the Financial Services Industry.

Demo Financial Services

Customer Engagement Whitepaper

Learn how customer centric technology can improve customer engagement and help you avoid regulatory scrutiny.

Customer-Centric Servicing White Paper