Templates of other processes transferred from old systems to the Corezoid cloud
02 July 2015
- Case offer to external customer that is molded to his needs (presentation for talks)
- Search for new customers based on VIP-client recommendations
- Work with customer refusals
- Definition of segment to which customer appertains
- External customer boosting
- Restoring communication for product «Internet card»
- Increase loyalty for online shopping
- «Invitation to VIP business school» for VIP-clients and their children
- Delivery of cards to VIP-client office
- Determination of VIP-client’s level
- Minimise communications with VIP-clients
- Foreign transactions made with double conversion
- Determination of VIP-client’s status
- Evaluation of client’s personal managers
- Concierge-service tips on cities abroad
- Attraction for VIP-servicing domestic customers
- Attraction for VIP-servicing significant customers
- Customer’s invitation and support in his/her online-practice
- Welcome-interview after internship
- Training customer on self-service channel use
- Proposal to issue a new Universal card to a customer whose contract on restoring communications has been cancelled
- The last 60 days the client has not made operations by card, in previous period he made them
- Measures on preventing losses of communications
- Restoring customer communications
- Life cycle of Universal card
- Process of issuing birthday cards
- Process on sales of the card for a close relative’s Birthday (Buy the gift!)
- Process on sales of the card to Vkontakte.ru user for his/her Birthday
- Process of sorting customers before a “calm” call (ad call without appointment).
- Joint process on Universal card boosting
- Work with customers under salary projects
- Processing agent requests
- Checking card before sending request to Spider
- Preliminary process on boosting after request processing
- Processing data on customer who cancelled card contract
- Data collection and building dashboards
- Checking card registration after the contact
- Verifying card validity before contact
- Offer to customer who requested balance of bonus account via Bonus Plus site
- Offer to utilise another bank’s card as repayment source to Universal card
- Attracting customers to Privat24
- Inviting customers to use calculated GoldClub credit limit
- Processing callback SMS requests: checking validity, parsing numbers, checking fake numbers
- Filtering incoming SMS queries: work with employees who submit requests in working hours
- Data on employee who made callback request, transferring it to the event for callback to customer, depending on customer phone number and phone number in SMS text
- Sending messages to hot processing callback requests
- Campaign on customer boosting after dialing cross-selling requests
- Processing MANAGER (SMS-command)
- Campaign on payment card raising: welcome sms
- «Join regular payment»: Gold card offer
- Processing payment new customer, communication with customer in his/her first 90 days after registration
- Combined funnel on boosting for all marketing events
- Preventing communication loss
- Restoring Gold-level customer communications: funnel
- Campaign on attracting GoldClub customer for shopping
- Offering World Card to customer whose miniCard expires
- IVR telephone calls to customers who made purchases in stores
- Offering World Card to customer whose PayPass is expiring
- Working with customers who have booked World Card
- SMS after Universal Gold card payment in partner retail network
- Internet payments by Gold Card
- Internet payment failures
- Plus Bonus mobile application
- Scheduling meeting with customer with whom contact might soon be lost
- Checking bonus account’s balance
- Emailing manual on personal cabinet
- Attracting to pension services
- Campaign on product’s sale-and-support
- Attracting customers who write comments on car-sales site
- Transferring primary dialing requests
- Primary real estate/cars telephone calls
- Monitoring of problem assets
- Monitoring reasons of lost communication with GPS sensor
- Car transfering to customer
- Problematic transfers
- Attracting customer on topping-up Universal card via terminal network
- Search outstanding SWIFT-payments
- SWIFT-transfer (finalising transfer reception)
- SWIFT-transfer (attracting customer sending via self-service channels)
- Calling after payment in branch
- Calling (payment via self-service terminal)
- Funnel mass event finalisation
- Offering re-registration OSGPO police
- Attracting to salary project services
- «Training retail merchants»: campaign for retail networks
- POS-terminals’ installing in retail outlets
- Cross-selling
- Centralised testing of inefficient card-payment network
- «Proposal on card-payment network» (meeting presentation)
- Notification to employee that he/she became agent’s manager
- Mass event «My personal step to Europe»: Privat24 insert. Offering customer to pay in shops by card as Europeans do
- Mass event finalisation «My personal step to Europe»: Privat24 insert. Offering customer to pay in shops by card as Europeans do
- Main process — Experimental event for seniors with 10 POS-purchases/per month «Word of mouth — Cups for POS-active retirees»
- First insert on branch employee’s desktop of event for seniors with 10 POS-purchases/per month «Word of mouth — Cups for POS-active retirees»
- First insert on branch employee’s desktop of event for seniors with 10 POS-purchases/per month «Word of mouth — Cups for POS-active retirees»: handing cups
- Experiment 1. Insert with booster SMS on customers that were active in self-service terminals without POS-purchases within 6 months
- Experiment 1. Booster SMS on customers that were active in self-service terminals without POS-purchases within 6 months
- Experiment 2. Summary insert on customers that were active in self-service terminals within 6 months
- Experiment 2. First booster insert on customers that were active in self-service terminals without POS-purchases within 6 months, but have not purchased after summary insert
- Experiment 2. Second booster insert on customers that were active in self-service terminals without POS-purchases within 6 months, but have not purchased after summary insert
- Congratulation campaign on February 14th for women (stimulating POS-activity)
- Congratulation campaign on February 14th for men (stimulating POS-activity)
- February 14th offering to buy a gift via Partly Payment Program (for women). February 14th offering to buy a gift via Partly Payment Program (for men)
- Offering Partly Payment Program
- Handling Partly Payment program deals
- Email recording to customer database
- Creating SMS about available limit (on Birthday eve)
- Income-phone activity
- Opening current account
- Centralised billing on corporate VIP-clients
- Data from internal systems
- Data from individual-customer database
- Identification
- Attraction to SMS-control service
- Credit Collection lawsuit work
- Lawsuit compilation
- Monitoring on «Court proceedings’ launch and obtaining court’s verdict»
- Launching enforcement proceedings, property identification and inventory
- Waking ‘sleeping’ customers
- Calling on service quality
- Welcome emailing to juniors
- Applies on issued Junior cards
- Processing applies on individual deposits
- Sales of «piggy bank» services
- Restoring communications on «piggy bank» services
- «Piggy bank» sales via Privat24
- «Piggy bank» sales via self-service terminal network
- «Piggy bank» sales via ATMs
- Card usage manual for customers informing on their departure abroad
- Card usage manual for customers making card payments abroad
- Email-information on services / products to customers who have not received first letter
- Evaluating operator performance
- Event: Privat24 shopcart of non-paid payments
- Event: boosting Privat24 registration
- PUSH notifications via mobile application Privat24 (except VIP and Junior customers)
- Attraction of entrepreneur, using PrivatBank products, for opening current account.
- Boosting customer who visited interface
- Calling customer who sends payments from other banks
- Cross-selling. Compiling and routing applies
- Cross-selling. Communications, appointment scheduling
- Cross-selling. Checking request’s efficency.
- Cross-selling. SMS to external agent
- Cross-selling. Notification about appointment
- Cross-selling. Notification about account’s reservation
- Cross-selling. Current account’s boosting
- Account sales to entrepreneurs via phone
- Emailing presentations
- Linking in customer database
- Processing of visit card information
- Restoring communications on currency account
- Guarantee request via pb.ua
- Attraction of medium business external customers
- Preventing communications losses for small and medium business
- Preventing communications losses for medium companies
- Restoring communications losses for small and medium business
- New customer’s activation
- SMS-banking
- Failures of NBU payments
- Photo card applies and their processing
- Processing applies on refunding charges for retail card payments
- Checking payment’s status
- Tour to JuniorBank.
- Fraud monitoring of p2p transfers made via terminal network
- Monitoring of p2p transfers to foreign banks in different channels
- Fraud monitoring of p2p transfers via ATMs
- Automatic unlocking customer’s card when he/she submits request via UNBLOCK SMS-service
- Operating with abnormally high average values of ATM cash withdrawals
- Click analysis of email newsletters in context of customer IDs
- Email-address accumulation
- Search valid email address in customer database
- Attraction of seamen to GoldClub
- Attraction of seamen to VIP-services
- Offers to crewing companies
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