Customer Inquiry Email Intake
Optimize the workflow that ingests and digitizes email inquiries and relevant attachments. Includes auto-classification of emails into common types, including the creation of a ticket for fulfillment. This includes DDA / Savings account maintenance activities like signer maintenance, statement copy requests, and stop payment requests, in addition to other types of inquiries, such as payment and transfer messages, including ACH reversal/return requests, wire recalls, and investigation requests.
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