Monitor actions, changes, timings, and responsible parties for each case
Enable an enhanced collaborative environment, effortlessly routing cases based on areas of expertise
Highlight business-critical actions and updates
Enhance collaboration using our case management tools. Minimise communication barriers, swiftly elevate priority tasks, and seamlessly request additional information such as IDV from your customers. Each case can accommodate as many companies and individuals as required. Easily assign tasks, manage access levels, and update statuses to indicate subsequent steps.
Assign pre-defined roles and granular permissions to each team member.
Consolidate vital information effortlessly, positioning your team for informed business decisions.
Track onboarding process steps and case status for both customers and users.
Make agents more proficient using hyper-tailored case views and templates.
Simplify teamwork and drive cases forward leveraging individual expertise.
Ensure each case is handled according to a standardised process ensuring consistency and reducing the likelihood of errors.
Sikoia allows users to effortlessly gather data on companies and individuals, link them to pertinent cases, initiate customer interactions, or extract insights from varied sources. Our platform ensures that case management never becomes a bottleneck to effective customer engagement. With Sikoia, you gain an edge in precision, quality, and agility, all tailored to your unique operational needs.
Get started quickly with our standalone portal; or plug in to your existing customer experiences or systems with our unified API.