Description
The Premium Customer Service & Relationship Management Toolkit is an advanced Excel operations system built for banking and financial service teams that require automated tracking, performance monitoring, and management-level visibility. It upgrades standard registers into intelligent operational tools with built-in formulas, dropdown controls, SLA auto-calculations, overdue alerts, and a live management dashboard.
Designed for professional environments, this version reduces manual work, enforces data consistency, and highlights service risks automatically. Teams can monitor complaint resolution time, SLA breaches, follow-up gaps, onboarding turnaround, and portfolio activity in real time.
Best suited for institutions that want decision-support capability, audit-ready records, and executive reporting directly from Excel.
Includes
Automated SLA and turnaround calculations
Overdue and breach alert flags
Controlled dropdown data fields
Conditional formatting risk alerts
Management dashboard summary sheet
Editable validation lists for customization
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