Call Reporting

Drive Efficiency via Integrated Call Reporting and Interaction Journals

Our robust interaction management capabilities provide the infrastructure to support our advanced call logging and reporting. In fact, call reports can be logged in the client’s Interaction Journal.

Let Bankers Save Time and Focus on Service with Interaction Journals, Workflow Capabilities, and Call Log Templates

Key features within the Call Reporting functionality are:

  • Interaction Journals: All call records, saved in detailed call reports, are assigned to each client’s Interaction Journal. This provides an exhaustive contact interaction log, across lines of business and through multiple communication channels.
  • Workflow Capabilities: These can be used to log other call-related events to each client’s Interaction Journal (e.g. specific transactions or searches).
  • Alerts and Notifications: Built into the activity and workflow management model and driven by configurable business rules, call reports can include reminders that alert or notify users of updates or changed assignments of the call report.
  • Distribution: Call reports are distributed to the appropriate parties following each call.

The Value that Our Call Reporting Feature Provides You

  • Boost collaboration by allowing bankers to share call information with other users, across the organization

And that’s just the tip of the iceberg!

Get started today and let us help you attain success.

Book a demo today to learn why leading financial services organizations choose our Intelligent Customer Management Solution to increase assets under management and share of wallet.

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Have a question? Get in touch with us today.

Contact our team today and we will be happy to answer any questions or concerns you may have. If you already use NexJ, you can head over to the NexJ developer community for more technical support.

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