How to view dedicated account managers

Account managers can be dedicated to specific customers who need personalized management services. This feature helps lenders provide tailored support and maintain stronger customer relationships through dedicated account management.

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Why use dedicated account managers

Personalized customer service

Dedicated account managers provide personalized management services to high-value customers, ensuring they receive focused attention and customized solutions for their financial needs.

Enhanced customer relationships

By assigning specific managers to customers, lenders can build stronger relationships, improve customer satisfaction, and increase retention rates through consistent, personalized service.

How to view account manager assignments

To view the dedicated account manager for a particular customer, follow these simple steps:

Access customer information

Navigate to the customer management section and select the customer you want to view. Alternatively, filter for the customer using their email address or phone number to quickly locate their profile.

Check back office details

In the customer details page, scroll down to the Back office section. Here you can see the account manager assigned to the customer, along with basic details about the manager and their office location.

Benefits of account manager visibility

Streamlined communication

Viewing assigned managers helps staff coordinate customer interactions and ensures consistent communication across all customer touchpoints.

Improved service delivery

Easy access to manager assignments enables better service delivery by connecting customers with their dedicated representatives quickly and efficiently.

Enhance your customer management today by utilizing dedicated account managers for personalized service delivery and stronger customer relationships.

Here you can see the account manager assigned to the customer as well as basic details about the manager and the office which they are under.

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