Wells Fargo
High-value customer management
We built Wells Fargo's Service-Only Contact Tool so bankers could manage high-value customers, contact dates, attrition risk, and assignment.
Two names, one system
The screen is titled Service-Only Contact Tool. We also call this work the High Value Customer Management Tool. Bankers get a customer list, not a generic CRM demo.
What a banker can do here
The list shows rank, category, attrition risk, brokerage, last outcome, and the next contact date, with overdue dates marked in red. Scope can be one banker's book or a wider list. Coaching materials sit beside the list: call strategy, planning worksheets, and phone scripts. Assignment is at the bottom: selected customers go to a region, a store, and a banker.
The set of Wells Fargo tools
We built this as one of four Wells Fargo tools. The others are the Sales and Reporting Portal, the Course Evaluation Reporting Center, and the Training Analysis Suite. The learning tools are described on their own page.
Related work
Sales and reporting portal · Course evaluation and training analysis
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