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Wealth Management
Service Request Automation
Complexity
Medium
Timeline
8-12 weeks
Outcomes
4+
Challenge
Client service requests handled via email with no centralized tracking, prioritization, or SLA management, resulting in slow response times and inconsistent service quality.
Solution
Implement Service Cloud case management with automated routing, SLA tracking, knowledge base integration, and client self-service portal for common requests.
Key Outcomes
- 100% service request tracking and visibility
- 62% faster average resolution time
- Automated SLA monitoring and escalation
- Client self-service portal for routine requests
Tags
service-cloudcase-managementwealth-managementautomationclient-service
Implementation Timeline
8-12 weeks
Medium Complexity