Proposal powerpoint week 4 final
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This document provides an agenda and recommendation for educating customers about overdraft fees and balancing their accounts. The summary is: Unknown Financial Institution should implement initial customer education on balancing checking accounts to avoid overdraft fees. Research shows educated customers keep positive balances and remain loyal. New clients would receive education from bankers when opening accounts to improve satisfaction, retention, and profits while reducing calls and refunding fees. The recommendation is to educate clients on fees and balancing to improve the customer experience.
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一比一原版新西兰奥塔哥大学毕业证（otago毕业证）如何办理
一模一样【微信：A575476】【新西兰奥塔哥大学毕业证（otago毕业证）成绩单Offer】【微信：A575476】（留信学历认证永久存档查询）采用学校原版纸张、特殊工艺完全按照原版一比一制作（包括：隐形水印，阴影底纹，钢印LOGO烫金烫银，LOGO烫金烫银复合重叠，文字图案浮雕，激光镭射，紫外荧光，温感，复印防伪）行业标杆！精益求精，诚心合作，真诚制作！多年品质 ,按需精细制作，24小时接单,全套进口原装设备，十五年致力于帮助留学生解决难题，业务范围有加拿大、英国、澳洲、韩国、美国、新加坡，新西兰等学历材料，包您满意。
【业务选择办理准则】
一、工作未确定，回国需先给父母、亲戚朋友看下文凭的情况，办理一份就读学校的毕业证【微信：A575476】文凭即可
二、回国进私企、外企、自己做生意的情况，这些单位是不查询毕业证真伪的，而且国内没有渠道去查询国外文凭的真假，也不需要提供真实教育部认证。鉴于此，办理一份毕业证【微信：A575476】即可
三、进国企，银行，事业单位，考公务员等等，这些单位是必需要提供真实教育部认证的，办理教育部认证所需资料众多且烦琐，所有材料您都必须提供原件，我们凭借丰富的经验，快捷的绿色通道帮您快速整合材料，让您少走弯路。
留信网认证的作用:
1:该专业认证可证明留学生真实身份
2:同时对留学生所学专业登记给予评定
3:国家专业人才认证中心颁发入库证书
4:这个认证书并且可以归档倒地方
5:凡事获得留信网入网的信息将会逐步更新到个人身份内，将在公安局网内查询个人身份证信息后，同步读取人才网入库信息
6:个人职称评审加20分
7:个人信誉贷款加10分
8:在国家人才网主办的国家网络招聘大会中纳入资料，供国家高端企业选择人才
→ 【关于价格问题（保证一手价格）
我们所定的价格是非常合理的，而且我们现在做得单子大多数都是代理和回头客户介绍的所以一般现在有新的单子 我给客户的都是第一手的代理价格，因为我想坦诚对待大家 不想跟大家在价格方面浪费时间
对于老客户或者被老客户介绍过来的朋友，我们都会适当给一些优惠。
选择实体注册公司办理，更放心，更安全！我们的承诺：可来公司面谈，可签订合同，会陪同客户一起到教育部认证窗口递交认证材料，客户在教育部官方认证查询网站查询到认证通过结果后付款，不成功不收费！
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The document discusses strategies for managing customer relationships and building loyalty. It covers four stages of brand loyalty, why loyalty is important for profitability, assessing the value of loyal customers, and reasons why customers become loyal. It also discusses strategies for developing loyalty bonds such as rewarding customers, reducing customer defections, handling complaints and recovering from service failures. The importance of service guarantees and how to design effective guarantees is also covered.
Credit Control Tips
The document provides tips for improving credit control procedures. It emphasizes that effective credit control starts before a sale with knowing customers and their creditworthiness. It recommends creating a clear credit control process that includes steps like sending invoices immediately, making courtesy calls to check payment status, and escalating letters if payment is late. It also suggests maintaining stop lists for late-paying customers, regularly reviewing accounts, and being proactive in chasing overdue payments. The tips stress maintaining strong relationships with customers and suppliers to help manage cash flow. Outsourcing credit control or hiring a dedicated credit controller can also help businesses improve their processes.
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Proposal powerpoint week 4 final
- 1. CUSTOMER AWARENESS OF OVERDRAFT FEES AND BALANCING ACCOUNTS Presented to: “Ken” Senior Vice President Presented by: Pamela Noonan Senior Claims Analyst
- 2. AGENDA • Executive Summary • Introduction • Why Educating Clients is Preferable to Refunding Fees • Issue Resulting in Plan Implementation • Other Institution Design
- 3. AGENDA (CON’T) •Alternatives •Benefits and Risks to Educating Clients •Recommendation
- 4. EXECUTIVE SUMMARY Unknown Financial Institution should implement an initial customer education in regards to balancing checking accounts. Research has shown that customers who are informed on how to perform a check book balance are most likely to keep a positive balance, do not receive fees (and if they do, they understand why), and become loyal clients.. New clients would receive their education initially by a banking center Personal Banker or over the phone with a Customer Service Representative if the account is opened over the phone, prior to making the initial deposit.
- 5. EXECUTIVE SUMMARY (CON’T) • Benefits • Client Satisfaction • Client Retention • Profit • Risks • Cost: Increase staff and technology update • Longer times to open accounts • Recommendation • Educate the client on fees and properly balancing checking account
- 6. INTRODUCTION Checking/Savings Account Opening Debit Card Checks Depositor Agreement Call Center – Claims Client account education
- 7. STAKEHOLDERS Technology Team Shareholders Call Center Associates Call Center Managers Marketing Team Clients Banking Center Associates
- 8. WHY EDUCATE VS. REFUND FEES Client Less fees Less time calling Associate Less time de-escalating Assist with critical issues - fraud Shareholder Retaining clients
- 9. CLIENT SCENARIO • Client uses debit card at a merchant. Since it is approved, the client assumes funds are available and there are no issues with the account • Next day received overdraft fee. • Five days later, an additional fee causing the original $20 to look as if it has cost the client $90.
- 10. OTHER INSTITUTE DESIGN • UM Credit Union • $500 loan tied to checking account • No Extended Overdraft Fees • Does not allow account to overdraw passed the loan limit
- 11. ALTERNATIVES • Eliminate overdraft fees • Extremely overdrawn accounts putting the bank at risk for loss • No consequence to overspending • The bank has funds out as a “loan” • Refund fees through customer service • Call volume still increased • Associates experience tough conversations • Loss of clients and poor client satisfaction with the bank
- 12. BENEFITS TO EDUCATING CLIENTS • Client is valued and valuable • Client is familiar with fees and balancing • Client is informed how to manage account • Associates are able to more efficiently take care of critical matters • Retained client relationships • Potential growth with new clients • Increased client satisfaction
- 13. RISKS TO EDUCATING CLIENTS • More time to open an account • Profit decrease initially • Cost to add training material • Cost to IT to add check box for educated clients
- 14. RECOMMENDATION • Regardless of the risks involved in educating the clients on overdraft fees and how to properly balance their checking accounts, I see it is vital to the customer satisfaction and retention to implement the education. Clients will feel valued and cared for. Associates will be able to assist with more important issues. Shareholders profits will increase due to the customer satisfaction and retention.
- 15. REFERENCES • Bell, Claese. BankRate.com. 9 May 2012. 2 March 2014 <http://www.bankrate.com/financing/banking/bank-customers-shift-focus-to-fees/>. • Client. Cllient Pamela Noonan. 20 February 2014. • Flagstar Bank. n.d. 2 March 2014 <https://www.flagstar.com/>. • Hayes, Mario. No-Credit-Check.org. 6 June 2012. 2 March 2014 <http://www.no-creditcheck.org/should-financial-literacy-be-taught-in-u-s-public-schools/>. • UM Credit Union. n.d. 2 March 2014 <https://www.umcu.org/>. • Shwom, Barbara & Lisa Gueldenzoph Snyder. (2012) Business Communication: Polishing Your Personal Presence. • BSR. (2011) Stakeholders Mapping.
- 16. APPENDIX Interview with client Stakeholder Time Table Slideshare.net: