Complaint Management

Streamlined Complaint Management For Financials

Resolve Complaints Quickly To Keep Customers Happy

Route Complaints

Route complaints to the correct personnel.

  Instantly assign complaints

  Prioritize cases and follow-ups

  Manage tasks and due dates

Track Complaints

Keep sales staff on track with their sales goals

  Track details for each customer complaint

  Track response and resolution times 

  All complaints at your fingertips


Complaint Trends

Quickly view complaint trends to identify issues.

  Quickly spot issues and address them quickly

  Run date ranges to compare complaint trend history

Complaint Reports

Easily generate reports with complaint data.

  Generate reports quickly 

  Keep staff accountable for complaint follow-up

  Automated reports emailed to staff

Quick and easy implementation.