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Card Payments
Self-service and agent-assisted payments toward customer card balances.
Overview
Customers and customer service/branch agents can see card data such as balance, payment history, minimum due and can: • Select date, amount, account from which to make one-time payment toward balance • Set up/manage recurring payments toward balance
A no-code app that gives your cardholders the power to make and manage payments toward their card balance on their own, while also integrating the data you need to provide them with excellent customer service.
Customers can set-up and manage one-time or recurring payments toward their card balances within the same interface they use for all other banking or card activities.
Branch and contact center agents have a more complete 360-degree view into customer financials, making it easy for them to assist in setting up and managing payments toward a card balance when needed — without ever having to leave their Salesforce screen.
The Card Payments app will help you provide card servicing excellence: • Reduce technical overhead expenditure as TSYS has already done the integration development and data orchestration for you, freeing up your financial and technical resources for other priorities. • Optimize customer service channels. A digital-first, self-service experience reduces customers’ need for assistance in making payments toward their card balance, allowing contact center agents to focus on more complex customer needs. • Retain and attract business by leaving customers with a positive impression, ensuring that when they do need to reach out to your agents, they feel “known" because you’ve got a complete 360° picture of their financial data. • Gain greater insights. Bringing all customer financial data together in the same place you’re already managing your portfolio will help increase your efficiency in making data-driven decisions. Give your customers the seamless experience they expect. With Card Payments, they can: • Avoid the frustration of having to log in and out of multiple systems. • Feel "known" by their financial institution. • See shorter payment processing times than traditional methods.
Categories
- Business Needs
- Customer ServiceIT & Administration
- Industries
- Financial Services
- Personas
- Business Operations ManagerService Agent / SupervisorOther
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsManaged PackageLightning App BuilderSalesforce Mobile