TechProcess can help you effectively manage your customer lifecycle. Our comprehensive range of solutions encompasses the entire span of customer lifecycle management – from customer origination to ongoing service and retention. This end-to-end processing service covers origination, pre- and post-origination operations, information management, payment and transaction processing, and customer contact.
Our consulting expertise, in-house technology platforms and process maturity add up to a large and powerful sum, enabling us to offer customizable solutions to suit specific requirements.
Current Capabilities
Process Buiding Blocks:- Origination
- Document collection from branch/ front office
- Document scanning
- Data entry & verification
- Case logging
- Upload on system
- Booking of loan / policy on system
- Discrepancy management
- Underwriting checks
- Documents verification
- Financial credibility
- Telephonic & field verification
- Disbursement / policy issuing procedures
- Dispatch of welcome kit
- Servicing & Account Maintenance
- Processing requests for case cancellation / rebooking / refund
- Customer request management - recording change in customer information, mode of payment, etc
- Managing & recording product enhancements like rate & product change, top-ups, etc
- Processing requests for pre- & post-issuance payouts
- Recording activity of premium collection through ECS / cheque
- Processing loan foreclosure activities
- Printing & dispatch of payout related cheques
- Customer correspondence
- Reconciliation & MIS
- Resolving queries from branches/ front offices
- Payment fulfillment
- ECS documentation
- Mandate lodgment
- ECS dishonour intimation & representment
- Cheque dishonour intimation & pick up
- Physical cheque management
- Conversion of physical cheques to ECS
- Auto reconciliation – due vs. collected
- Customer contact
