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Processing time, quality of services: customers of banks require more and more responsiveness. Managers must be able to provide the right answers quickly. Crédit Mutuel Arkea has decided to set up a workflow tool to manage online applications in its specialised subsidiaries (Fortuneo, Financo, Monext …).
The workflow makes it possible to prioritise the requests, to keep to deadlines and to communicate directly with the customer. This automation of customer care is the opportunity to gain responsiveness for the manager, and to be certain that we take care of the clients file.