Financial Features

Everest customer complaint software is a robust, flexible and easy to use solution for handling customer complaints, requests or other feedback. Everest can be quickly configured, on-site or as a hosted service, and will provide your company with a foundation for strengthening customer relationships and improving service quality.

Flexible and Configurable

Everest is used by financial services companies across the globe, each with specific data and workflow requirements.  A configuration workshop from the experts at Lynk Software will quickly get your system up and running.  The administration options, built right into the user interface, will allow you to easily modify the system as your needs evolve.

Custom Workflow

Configure Everest to work for your organization by establishing custom workflows - including default owners, due dates and required action steps.  Custom Workflows establish a clear path of accountability and ensure that procedures are followed.

E-mail and Letter Notifications

Everest notifications provide seamless communication with customers, co-workers and third parties (i.e. regulatory agencies).  Pre-defined templates allow users to instantly create and send e-mails or letters.  In addition, reminder, past due and escalations notices will be sent automatically ensuring that due dates are not missed.

Reporting Tools

Quickly analyze and share critical information with powerful reports and charts. Sort and filter standard reports in seconds and e-mail directly from Everest. Create user defined queries for specific data sets that can be transferred directly to Excel.

Access Controls and Security

Easily control access through user group access controls that are tied directly to a User Id and Password.  Set rules for password size/expiration, concern approvals/electronic signatures or specific location access.

Integration

Standard tools as well as custom services ensure that Everest can easily integrate with other customer databases.