Credit Union

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

Credit Union Complaint Management

Complaints are a gift that provide valuable feedback for customer retention and operational insight. 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 responsively. Moreover, nobody wants to loose a customer for failing to resolve a service based complaint. By analyzing complaint data, a financial institution can use the findings to assess operations and compliance, while validating its business processes and compliance controls.

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.

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...

Ron Kingsley

1-877-998-1933 Ext 1275

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