Streamline Client Interactions with Request Management
Manage client-submitted requests effortlessly in one centralised interface. Ensure transparency, accountability, and efficiency within the B2CORE’s Request Management.
Key Features
How It Works
01
Monitor Requests
View and track all client-submitted requests with key information.
02
Resolve Individually
Approve or reject requests with full transparency into details.
03
Collaborate Effectively
Use comments and colour-coded highlights to improve teamwork.
04
Ensure Compliance
Manage internal approvals for Finance and Compliance departments.
Transparency
Detailed insights into every client request, with complete tracking from submission to resolution.
Efficiency
Streamlined workflows reduce administrative overhead and enhance service delivery.
Customisable Options
Optimised collaboration across departments using highlight and internal notes.
Audit Capabilities
Proactive verifications and discrepancies monitoring for better compliance.
Frequently Asked Questions
Find answers to the most common questions about our products and services.