Bank
Complaint
Management

Discover why banks and other
financial organizations across
the globe are using Everest.


Bank Complaint Management

Complaint management is an essential function to maintain service-based customer relationships. A dissatisfied customer is likely to cut off the relationship or act in a negative way if not resolved quickly and responively. Moreover, nobody wants to loose a customer for failing to resolve a service based complaint.

Financial organizations can improve customer relations through a proactive and responsive customer service and quality initiative. Built-in configuration options enable Everest to meet your exact requirements for monitoring and resolving customer, supplier and internal concerns. Everest incorporates integrated analysis for business process improvements.

Everest is used by financial services companies across the globe, each with specific data and workflow requirements.  A configuration workshop from the experts at Lynk Software will quickly get your system up and running.  The administration options, built right into the user interface, will allow you to easily modify the system as your needs evolve.

Quickly analyze and share critical information with powerful reports and charts. Sort and filter standard reports in seconds and e-mail directly from Everest. Create user defined queries for specific data sets that can be transferred directly to Excel.

Easily control access through user group access controls that are tied directly to a User Id and Password.  Set rules for password size/expiration, concern approvals/electronic signatures or specific location access.

CFPB - Consumer Financial Protection Bureau

Everest is a proven solution to meet CFPB compliance, audit and reporting requirements.

Call today to speak with our financial industry project manager...

Michael Herzog

1-877-998-1933 Ext 1272


Built-in features for financial services

  • Gather customer complaints from multiple channels including call centers, web forms and other sources
  • Consolidate all complaints into a single database for efficient management and complete visibility
  • Ensure that complaints are promptly routed to the correct individuals based on the nature of the complaint, severity, location and other criteria
  • Define business processes that are consistently applied for remediation based on the nature of complaints
  • Monitor the overall status of the complaint management program including trends to uncover and address common root causes
  • Initiate corrective action projects based on systemic issues and track the effectiveness
  • Improve regulatory compliance associated with complaint management