Handling customer complaints is full of challenges - how can you ensure that your employees properly capture this feedback and that the right teams review all incoming complaints? Do you have a standardized approach to resolving complaints that reduces regulatory risk? Can you quickly respond to inquiries from regulators? Can you learn from the feedback to improve customer experience? CMGT makes stress-free Complaint Management possible. For more details visit Appian's Appmarket https://community.appian.com/b/appmarket/posts/complaints-management

The loan recertification process is a tedious, manual process that involves collecting and verifying documents, updating customer information, and ensuring that customers meet SLAs. It takes up valuable time, resources, and energy, leaving you too busy to focus on more complex, higher-value tasks. It can seem like an impossible job to keep track of the ever-changing circumstances while also ensuring compliance. To help address this struggle, Macedon Technologies has created a Continuous Customer Recertification (CCR) solution that helps streamline the recertification process. With CCR, you can configure a Risk Matrix based on your customer profiles, design smart tasking to optimize the assigning of recertifications, enable customers to suggest changes to data from a simple portal and get complex reporting on SLAs, throughput, and portfolio risk for managers. CCR is available via Appian's AppMarket: https://community.appian.com/b/appmarket/posts/continuous-customer-recertification Or contact us directly: info@macedontechnologies.com

Learn about Macedon's powerful, highly configurable stage-gate tool, Stage & Gate

Hear first-hand from our customers, CeramTec North America, and Pacific Life on how they were able to utilize the Appian platform to accelerate their Digital Transformation projects. Check out their success stories here: https://www.macedontechnologies.com/success-stories

During this webinar, Jeff Phelan from Planet Home Lending shares his journey and how they successfully introduced workflow automation in their organization, boosted their productivity, and were able to: - Improve loan processing turnaround time from 72 hours to 24 hours or less - Add transparency of loan status for employees and clients - Significantly enhance user experience Planet Home Lending and Planet Renovation Capital are part of the Planet Management Group, LLC

The traditional customer onboarding process can be inefficient and inconsistent due to disparate data sources, long SLAs, and opaque or poorly documented processes. Knowledgeable business users have to dedicate their time to rework and data cleanup, rather than focusing on more important tasks. This results in a poor customer experience and can lead to lost potential revenue as onboarding processes drag on or halt altogether. Self-service Onboarding and Reconciliation (SOAR) addresses these issues by providing an enterprise-grade solution that streamlines customer onboarding and ensures consistent data collection with a structured reconciliation process. SOAR also provides a centralized view of live process metrics in order to quickly identify and resolve any potential blockers.