Client Account Lifecycle Services

Fuji Xerox Client Account Lifecycle Services streamline customer account management from sign-up to servicing – reducing paper, processing time, and errors. We give you instant access to client account information by securely scanning and storing all client documents in an electronic repository. You can easily manage account information and meet regulatory and legal requirements for account communications, while reducing document processing costs and accelerating your cash flow.

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Business challenges

All service-driven organisations face the same fundamental challenges: to grow revenue and increase market share while retaining profitable customers. Every day, customers must be acquired; accounts opened and managed; enquiries dealt with and disputes resolved – all within acceptable timeframes. Meeting these challenges creates a flood of information and documents throughout the customer account lifecycle. From application forms and proof of identity when new accounts are opened; to fulfillment packs, inbound and outbound customer correspondence and, ultimately, termination of accounts and policies. Documents dominate in each of these processes.

How we can help you

• Assessments based on industry benchmarks for critical customer-facing processes, such as new account setup, account maintenance and loyalty program administration.
• Workflow Optimisation of customer account management processes from creation to post-sale follow up.
• Imaging services to help you digitise, index, and streamline customer communications, including application forms and correspondence.
• Document management to provide storage and retrieval for all document needs across the entire client account lifecycle.
• Data processing including extraction and onward processing for easy access to all the data you need.
• Automation and streamlining application processing for account creation and administration.
• Customer services to support your staff with consolidation, distribution, and execution of customer service requests.

Client benefits

Customer account management with Fuji Xerox Client Account Lifecycle Services provides a number of significant benefits for your business:

• Improve front office productivity with streamlined processes and outsourcing account management to Fuji Xerox.
• Faster processing of incoming correspondence and customer requests to improve revenue flow.
• Standardise business processes across the organisation providing consistent level of service at every point of customer contact.
• Improve regulatory compliance and reduce risk with an auditable record of transactions.
• Improve your customers' experience with improved response and up-to-date information.
• Secure digital storage that reduces costs and process delays associated with storing hard-copy files.