Process Shepherd

Turn Every Agent Into Banking Experts

Guide agents through complex inquiries like offset accounts and lender’s mortgage insurance with interactive, no-code workflows using Process Shepherd’s Discussion Trees.


Reduce Compliance Risk Profile

Leverage customer data in Process Shepherd to ensure compliance obligations are meet and handle all edge case situations, guiding every agent through every conversation with confidence

Deal With Complicated Sales

Extensive product training for sales teams can be a challenge, especially with changing products requiring regular refreshes. A ‘s Discussion Tree solution can effectively overcome these challenges, allowing for more efficient and effective handling of customer inquiries.

Streamline Banking Workflows With Step-By-Step Guidance.

Banking Workflow

Empower your agents to handle customer interactions with ease. Process Shepherd streamlines tasks like product enquires, and transaction disputes with guided instructions, making the process more efficient and effective.

Lending services
Credit card disputes
Change of address