Company Background:
A diversified financial services company providing banking, insurance,
wealth management and estate planning, investments, mortgage and consumer
finance from 780 branch locations across North America.
This company uses outbound telemarketing to cross sell into their
existing base and to acquire new customers. They do outbound calling
from company-managed call centers and from all branch office locations.
Situation: The legal requirements
to manage and scrub each client/Seller’s calling lists against
only its specific version of the National DNC list are complex
and cumbersome. The DNC issue and requirements fall outside the
company’s core competency and created a series of problems.
Problems:
Operational
issues
Currently had an inefficient way to fulfill the company’s
DNC policy to consumers.
Lacked the ability to efficiently and accurately handle
the collecting of DNC request on a company-wide level.
Lacked the ability to monitor compliance activities
across hundreds of locations and thousands of employees.
Satisfying customer’s requests to verify compliance
readiness was inconsistent.
The internal processes were insufficient to provide
a Safe Harbor defense.
Managing the growing list of state databases (30 separate
lists) was complex.
Lack of resources
They lacked the ability to efficiently
check numbers against the internal, state and private DNC databases.
(No Scrubbing Tool)
They lacked the training tool to comply
with the state and federal training requirement.
In-house list processing was cumbersome
and inefficient.
Data security & integrity
Risk and cost of potential errors is
high.
Management of internal DNC data across
multiple locations was difficult.
Budget constraints
Cost prohibitive to build internal solution.
The costs and time requirements of IT
and management resources were excessive.
Solution: (DNCInteractive
and DNCQuickcheck from PossibleNOW) PossibleNOW
is a trusted leader offering online DNC compliances services. Their
DNCSolution suite handles the complex and cumbersome task of managing
Seller/Company specific versions of the National DNC Registry.
This allows the company and their outsourced telemarketers to fully
comply with the National DNC Registry licensing requirement.
As a web-based application, DNCQuickcheck provides global information
collection for DNC requirements and can be instantly integrated throughout
the agent network.
Solves operational issues
DNCInteractive and DNCQuickcheck provide
a compliance portal that acts as a central communication point
for all relevant industry compliance information and provides
agent level awareness of the issue.
Monitors and reports all activities via
the system providing a strong Safe Harbor defense.
Provides an easy-to-use tool to enable agent
level compliance that is instantly deployable.
Eliminates need to change or modify telecommunication
relationships.
Provides necessary resources
Provides a training tool to satisfy state and federal training requirements.
Satisfies DNC compliance laws; boosts efficiency
Provides a comprehensive company-wide
compliance solution.
All leads can be processed through DNCQuickcheck
to remove all DNC matches prior to the calls being made.