Speeding Up Service Requests
KIVA Group Inc. and MeridianLink have aligned to give community and regional financial institutions the ability to expedite the fulfillment of service requests.
By integrating KIVA Group's Respect 7 applications with MeridianLink's Xpress accounts and LoansPQ software, the companies said they have created an end-to-end solution for banks and credit unions to manage service requests on their deposit and loan products, speed problem resolution and present and track sales offers specifically tailored to each customer/member.
With this integration, the prequalification and sales offer data presented in MeridianLink's solution is stored in KIVA's single, Microsoft .NET platform where it can be tracked and automatically routed to customer or member service representatives or to a sales team in the back office for follow-up, according to the companies. KIVA's applications deliver a personalized profile that presents all interaction history for each customer-member and allows institutions to customize a workflow for optimizing opportunity management.