Templates of other processes transferred from old systems to the Corezoid cloud

  1. Case offer to external customer that is molded to his needs (presentation for talks)
  2. Search for new customers based on VIP-client recommendations
  3. Work with customer refusals
  4. Definition of segment to which customer appertains
  5. External customer boosting
  6. Restoring communication for product «Internet card»
  7. Increase loyalty for online shopping
  8. «Invitation to VIP business school» for VIP-clients and their children
  9. Delivery of cards to VIP-client office
  10. Determination of VIP-client’s level
  11. Minimise communications with VIP-clients
  12. Foreign transactions made with double conversion
  13. Determination of VIP-client’s status
  14. Evaluation of client’s personal managers
  15. Concierge-service tips on cities abroad
  16. Attraction for VIP-servicing domestic customers
  17. Attraction for VIP-servicing significant customers
  18. Customer’s invitation and support in his/her online-practice
  19. Welcome-interview after internship
  20. Training customer on self-service channel use
  21. Proposal to issue a new Universal card to a customer whose contract on restoring communications has been cancelled
  22. The last 60 days the client has not made operations by card, in previous period he made them
  23. Measures on preventing losses of communications
  24. Restoring customer communications
  25. Life cycle of Universal card
  26. Process of issuing birthday cards
  27. Process on sales of the card for a close relative’s Birthday (Buy the gift!)
  28. Process on sales of the card to Vkontakte.ru user for his/her Birthday
  29. Process of sorting customers before a “calm” call (ad call without appointment).
  30. Joint process on Universal card boosting
  31. Work with customers under salary projects
  32. Processing agent requests
  33. Checking card before sending request to Spider
  34. Preliminary process on boosting after request processing
  35. Processing data on customer who cancelled card contract
  36. Data collection and building dashboards
  37. Checking card registration after the contact
  38. Verifying card validity before contact
  39. Offer to customer who requested balance of bonus account via Bonus Plus site
  40. Offer to utilise another bank’s card as repayment source to Universal card
  41. Attracting customers to Privat24
  42. Inviting customers to use calculated GoldClub credit limit
  43. Processing callback SMS requests: checking validity, parsing numbers, checking fake numbers
  44. Filtering incoming SMS queries: work with employees who submit requests in working hours
  45. 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
  46. Sending messages to hot processing callback requests
  47. Campaign on customer boosting after dialing cross-selling requests
  48. Processing MANAGER (SMS-command)
  49. Campaign on payment card raising: welcome sms
  50. «Join regular payment»: Gold card offer
  51. Processing payment new customer, communication with customer in his/her first 90 days after registration
  52. Combined funnel on boosting for all marketing events
  53. Preventing communication loss
  54. Restoring Gold-level customer communications: funnel
  55. Campaign on attracting GoldClub customer for shopping
  56. Offering World Card to customer whose miniCard expires
  57. IVR telephone calls to customers who made purchases in stores
  58. Offering World Card to customer whose PayPass is expiring
  59. Working with customers who have booked World Card
  60. SMS after Universal Gold card payment in partner retail network
  61. Internet payments by Gold Card
  62. Internet payment failures
  63. Plus Bonus mobile application
  64. Scheduling meeting with customer with whom contact might soon be lost
  65. Checking bonus account’s balance
  66. Emailing manual on personal cabinet
  67. Attracting to pension services
  68. Campaign on product’s sale-and-support
  69. Attracting customers who write comments on car-sales site
  70. Transferring primary dialing requests
  71. Primary real estate/cars telephone calls
  72. Monitoring of problem assets
  73. Monitoring reasons of lost communication with GPS sensor
  74. Car transfering to customer
  75. Problematic transfers
  76. Attracting customer on topping-up Universal card via terminal network
  77. Search outstanding SWIFT-payments
  78. SWIFT-transfer (finalising transfer reception)
  79. SWIFT-transfer (attracting customer sending via self-service channels)
  80. Calling after payment in branch
  81. Calling (payment via self-service terminal)
  82. Funnel mass event finalisation
  83. Offering re-registration OSGPO police
  84. Attracting to salary project services
  85. «Training retail merchants»: campaign for retail networks
  86. POS-terminals’ installing in retail outlets
  87. Cross-selling
  88. Centralised testing of inefficient card-payment network
  89. «Proposal on card-payment network» (meeting presentation)
  90. Notification to employee that he/she became agent’s manager
  91. Mass event «My personal step to Europe»: Privat24 insert. Offering customer to pay in shops by card as Europeans do
  92. Mass event finalisation «My personal step to Europe»: Privat24 insert. Offering customer to pay in shops by card as Europeans do
  93. Main process — Experimental event for seniors with 10 POS-purchases/per month «Word of mouth — Cups for POS-active retirees»
  94. 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»
  95. 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
  96. Experiment 1. Insert with booster SMS on customers that were active in self-service terminals without POS-purchases within 6 months
  97. Experiment 1. Booster SMS on customers that were active in self-service terminals without POS-purchases within 6 months
  98. Experiment 2. Summary insert on customers that were active in self-service terminals within 6 months
  99. 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
  100. 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
  101. Congratulation campaign on February 14th for women (stimulating POS-activity)
  102. Congratulation campaign on February 14th for men (stimulating POS-activity)
  103. 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)
  104. Offering Partly Payment Program
  105. Handling Partly Payment program deals
  106. Email recording to customer database
  107. Creating SMS about available limit (on Birthday eve)
  108. Income-phone activity
  109. Opening current account
  110. Centralised billing on corporate VIP-clients
  111. Data from internal systems
  112. Data from individual-customer database
  113. Identification
  114. Attraction to SMS-control service
  115. Credit Collection lawsuit work
  116. Lawsuit compilation
  117. Monitoring on «Court proceedings’ launch and obtaining court’s verdict»
  118. Launching enforcement proceedings, property identification and inventory
  119. Waking ‘sleeping’ customers
  120. Calling on service quality
  121. Welcome emailing to juniors
  122. Applies on issued Junior cards
  123. Processing applies on individual deposits
  124. Sales of «piggy bank» services
  125. Restoring communications on «piggy bank» services
  126. «Piggy bank» sales via Privat24
  127. «Piggy bank» sales via self-service terminal network
  128. «Piggy bank» sales via ATMs
  129. Card usage manual for customers informing on their departure abroad
  130. Card usage manual for customers making card payments abroad
  131. Email-information on services / products to customers who have not received first letter
  132. Evaluating operator performance
  133. Event: Privat24 shopcart of non-paid payments
  134. Event: boosting Privat24 registration
  135. PUSH notifications via mobile application Privat24 (except VIP and Junior customers)
  136. Attraction of entrepreneur, using PrivatBank products, for opening current account.
  137. Boosting customer who visited interface
  138. Calling customer who sends payments from other banks
  139. Cross-selling. Compiling and routing applies
  140. Cross-selling. Communications, appointment scheduling
  141. Cross-selling. Checking request’s efficency.
  142. Cross-selling. SMS to external agent
  143. Cross-selling. Notification about appointment
  144. Cross-selling. Notification about account’s reservation
  145. Cross-selling. Current account’s boosting
  146. Account sales to entrepreneurs via phone
  147. Emailing presentations
  148. Linking in customer database
  149. Processing of visit card information
  150. Restoring communications on currency account
  151. Guarantee request via pb.ua
  152. Attraction of medium business external customers
  153. Preventing communications losses for small and medium business
  154. Preventing communications losses for medium companies
  155. Restoring communications losses for small and medium business
  156. New customer’s activation
  157. SMS-banking
  158. Failures of NBU payments
  159. Photo card applies and their processing
  160. Processing applies on refunding charges for retail card payments
  161. Checking payment’s status
  162. Tour to JuniorBank.
  163. Fraud monitoring of p2p transfers made via terminal network
  164. Monitoring of p2p transfers to foreign banks in different channels
  165. Fraud monitoring of p2p transfers via ATMs
  166. Automatic unlocking customer’s card when he/she submits request via UNBLOCK SMS-service
  167. Operating with abnormally high average values of ATM cash withdrawals
  168. Click analysis of email newsletters in context of customer IDs
  169. Email-address accumulation
  170. Search valid email address in customer database
  171. Attraction of seamen to GoldClub
  172. Attraction of seamen to VIP-services
  173. Offers to crewing companies
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