Retail Bank Case: Saved $2 Million
and Greatly Improved the Customer Experience
Achieved by eliminating ½ the unessential calls …
Through better managing customer expectations at enrollment about check clearing times & related appeals process.
~50 employees freed up (as call volume dropped)
Eliminated ‘re-verifying the customer’ for ~2/3 of the remaining calls
~9 employees freed up (when new policy enacted)