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Lending a hand to financial institutions everywhere

Compliance requirements and regulations can add additional layers of stress to your team. Issuetrak provides features to ease these burdens, so your team can get back to work.

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Stay ahead of your compliance needs

In a heavily regulated industry like banking, accounting, and finance, compliance with the various laws dictating your procedures is essential. Why add the stress of manual tracking when you can adopt a platform with the tools you need to automate your workflows?

checkmark1Centralize documentation of issues, errors, and remediation steps

checkmark1Log, categorize, and prioritize issues for speedy resolution

checkmark1Involve the right decision-makers for key approval processes

checkmark1Go digital and get unburied from paper issue tracking

Stay on top of requests, complaints, updates, and more

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Birds-eye view

Several Issuetrak features provide at-a-glance details about an issue’s current state. One such feature is Issue substatus, a user-defined flag you can set on an issue, based on its progress. "Pending signed PO" or "Invoice sent" are examples of how you can use substatuses to quickly keep everyone in the loop.

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Stay on task

Once an issue comes in, the Task Manager feature automatically alerts the right people to take action. Simply check off each complete task so team members can move on to the next task in the list. An audit history shows who completed which task and when to ensure you meet your compliance needs.

Omnichannel

Omnichannel ready

Customers provide updates through a variety of channels. When your team gets a response from a frustrated customer, Incoming Email automatically updates the corresponding issue. Issues progress to the next stage helping your team get the ball rolling faster.

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Stay out of the inbox

By funneling work and customer responses through Issuetrak, your team gets to work from one central location. Gone are the days of siloed inboxes preventing access to emails when one person goes on vacation or moves on from the company.

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Ready for a test drive?

If you're eager to get started, our 14-day, no credit card required free trial is a phone call away. Click the link below to get started.

Need a little more info?

Click the button below if you'd like to schedule a call to learn more about Issuetrak and how it can improve and streamline your organization's operations.

Schedule a Call
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Complaint tracking is no joke

Complaint tracking is essential for many financial institutions. Intense regulations require specific measures to be taken when a report comes in. Issuetrak makes tracking easy and keeps you audit ready.

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Requirement: The bank must communicate with the customer to acknowledge when a complaint has been submitted


Issuetrak's automation features allow instant ticket creation when a complaint is received via email or webform. You can also configure notifications to send internally and externally, allowing full transparency between you and your customers.

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Requirement: All open complaints must be automatically escalated if open for five days


Issuetrak’s workflows ensure no complaint gets left behind. Your team can set their own parameters determining when and how to escalate tickets, whether you follow regulatory guidelines or your bank’s internal standards.

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Requirement: The software must be able to route complaints to different departments and individuals


Issuetrak offers a number of ways to achieve this. Auto assignments can assign overall ownership of the ticket to whomever you wish. You can also use our Task Manager to allow users to assign tasks to any individual within the application.

One platform - multiple uses

Issuetrak's flexibility allows organizations to utilize our software in additional ways they may not have envisioned at launch. This extensibility allows you to reduce your tech stack and ease cooperation across teams and departments. 

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Help Desk

Centralize your ticket tracking and prioritize issues to address everything from printer cartridge replacements to accounting software updates.

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Customer Support

Manage both internal and external customer issues and feedback to drive meaningful change. Use reports to view trends and surveys to follow up on closed issues.

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Accounts Payable

Features like the Task Manager allow you to create simple or branching checklists to ensure your accounting processes are followed consistently and efficiently.

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A chorus of satisfied customers

VP, Information Services, Banking, Mid-Market: "Issuetrak is a consolidated system that allows us to track all of our user's help tickets in one location. The fact that it links to our email system and Active Directory makes it very seamless for our end users. Can't really think of anything that we dislike."

Insurance, Financial Services: "The ability to integrate this application with existing software is quite good. This makes the software useful when you already have existing processes."

Financial Services, Enterprise: "I like that you are able to track tickets and get information to other departments. We don't have phone contact with our customers [...] It makes it much easier to assist customers and get information out quickly."

Uphold customer trust and transparency while keeping information secure

Explore how we can take your operations to the next level and see why we've won awards for complaint management.

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So what happens next?

oneA Product Expert will reach out to gather the details that define your business

twoTogether, we'll identify the various pain points that Issuetrak was made to handle

threeYou can get a demo, a quote, a personalized free trial, or all of the above
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Don't get caught unprepared

Stay on top of compliance management