Daily routine of managers: how to improve customer service at the bank? – soft Xpansion Ukraine
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Daily routine of managers: how to improve customer service at the bank?


Probably every financial institution wants to develop an effective risk management model and increase its own profitability. Indeed, the requirements of modern competition demand not only to increase product margins, but also to manage costs.

Today, a number of financial institutions in Ukraine face such problems as:

  • Increase of the time to service existing customers
  • Lost of documents or their complicated search
  • Decrease of the customer loyalty to the bank
  • Accumulation of client files that are not sorted as a system
  • Increase of costs

Electronic archive of client files and operations of the company Soft Xpansion Ukraine is a cost-effective solution for direct customer that provides secure storage of client files, and its customer-oriented hierarchical structure enables facilitating the search and use of different document types.

The result of implementation:

  • Standardization and unification of processes
  • One-time identification of the client
  • Improved managerial performance
  • Simplified document search
  • Reducing the number of errors in the work and the risk of loss of client files
  • Saving client service history
  • Reduced costs
  • Similar monitoring of SLA and KPI indicators
  • Multiple load model (capacity model)

Electronic archive of client files solution fully complies with the Law of Ukraine “On electronic documents and electronic document workflow”, regulations of the National Bank and the Ministry of Justice of Ukraine, as well as modern security challenges for the data exchange and storage.