Manage your contact information with Service Expert

Article contributor/ Dan Ferrel / Senior Client Learning Consultant

SHAZAM^® works hard to ensure our clients are kept up-to-date on matters that are important to you. Whether it’s new products or enhancements, upcoming learning opportunities or topics more technical in nature, we strive to keep you informed.

When SHAZAM sends client communications, we want them to reach the appropriate audience. For example, it’s crucial your fraud experts receive communications about fraud, and your dispute experts receive communications related to disputes.

We rely on your institution to make sure contact information is up to date, accurate and appropriate roles are assigned to the correct staff. We rely on the contact information your financial institution provides us.

Service Expert gives you the ability to manage your own SHAZAM contact information and assign specific roles that align with your staff’s daily responsibilities. Service Expert is one of many features that can easily be accessed from the SHAZAM Access homepage.

From the Contacts page you can view and manage, update, add or delete your financial institution’s contact information. This includes providing key information for each contact such as name, email address and telephone number. You can also see which of your employees are assigned specific contact roles and are receiving SHAZAM communications pertaining to those roles. For example, operations, marketing and fraud contacts.

Thank you, in advance, for helping keep your staff members better informed on important SHAZAM matters by periodically reviewing contact information within Service Expert.

If you’re interested in learning more about this topic, register for our upcoming complimentary webinar, Service Expert and you.