Service Issues allow for the bank to see, log, and correct customer problems ensuring that we provide the best customer experience at all times. This is where we can detect product issues, electronic delivery issues, and discover the need for personnel training with new product offerings.   Utilizing this part of the CBL Program is important because banks can act on internal issues within the bank, whether it’s coming from internal errors or problems in staff or electronic delivery.

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Within the ‘All Service Follow Up’ you are able to go in and edit the issue on whether or not the issue is new, pending, resolved, or lost the relationship with the customers. This allows for the bank to figure out which issues are still outstanding and need to take priority.

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