CaseAssist

Overview

Credit card-issuing banks face a surge in dispute cases due to evolving regulations and rising customer demands. This calls for a solution that efficiently manages incoming disputes, swiftly identifies escalation needs for chargebacks, and meets stringent criteria for streamlined processing.

Key Features & Functionality

• Easy Case Creation: Swift case setup with type selection, account verification, and detail capture.
• Powerful Workflow Management: Rapid configuration of roles and workflows on Appian’s low-code platform.
• Provisional Credit Options: Issues provisional credits and blocks cards to enhance satisfaction and prevent fraud.
• Data-Driven Reports: Insightful reporting for issue identification and informed decisions.
• User-Friendly Interface: Intuitive interface for easy system interaction and case tracking.
• Streamlined Integration: Built-in APIs for easy connectivity and enhanced data exchange.
• Real-Time Analytics: Advanced analytics for process optimization and improvement insights.
• Reduced Maintenance Burden: CMaaS allows module updates with minimal system impact, reducing downtime.
• Modular Workflow Design: Simplifies processes into interchangeable components for faster development and scalability.
• Easy Configuration: Simplified system customization to adapt to evolving needs.

Benefits & Business Impact

• Enhanced Customer Experience: Clear communication and efficient case resolution processes lead to heightened customer satisfaction, enhancing overall experience.
• Reduced Time to Market and Resource Needs: Automation and integrations minimize the time and resources required for case resolution, resulting in significant cost savings.
• Improved Efficiency and Accuracy: By eliminating manual processes, the solution boosts efficiency and ensures accurate case resolution, enhancing operational effectiveness.
• Data-Driven Decision Making: Utilizing data-driven reports, businesses can identify and address issues promptly, driving informed decision-making and enhancing overall business performance.
• Flexibility and Scalability: Modular architecture facilitates the creation of applications in smaller, interchangeable components, fostering flexibility, scalability, and reusability.
• Adaptability in Workflow Design: With easy workflow modification capabilities, organizations can swiftly cater to evolving needs, reducing time-to-market for new features without extensive coding efforts.
• Enhanced Collaboration: The solution fosters collaboration across teams and departments, enabling concurrent work on separate modules, resulting in accelerated development, reduced errors, and better alignment with organizational objectives.
• Cost Efficiency of Appian CMaaS: Following a pay-as-you-go model, Appian CMaaS offers cost efficiency, particularly beneficial for small and medium-sized enterprises, enabling them to pay only for the services and resources utilized.
• Potential Business Impact: The solution optimizes operational efficiency, reduces financial risks, and strengthens customer relationships, positioning businesses to achieve cost savings, enhance brand reputation, and drive profitability in the competitive financial services sector.