Web User Manual (ISI, LSI, FSI)

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Overview
- Typographical Conventions
General Functions
Managing CRM
Other Programs and Features
- Campaigns and Marketing Activities
Business Specific
- Managing CRM
- Other Programs and Features

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Business Specific
Other Programs and Features
Business Specific - FSI
Customer Service – FSI

Customer Service – FSI

Customer service management in Aurea CRM.

Aurea CRM offers following customer services:

Complaint Management
Complaints management is of great importance for the customer relations of financial service providers and is also essential to comply with MiFID requirements.
Service Requests in CRM.loop
You can process service requests concerning a product, e.g. those posted by sales partners that are members of your CRM.loop community.

Business Specific
- Managing CRM
- Other Programs and Features

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