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55A - RESO - DEPOSITORY SRVS
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55A - RESO - DEPOSITORY SRVS
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Last modified
12/10/2015 4:56:37 PM
Creation date
12/10/2015 4:25:50 PM
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City Clerk
Doc Type
Agenda Packet
Agency
Finance & Management Services
Item #
55A
Date
12/15/2015
Destruction Year
2020
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Proposal for the City of Santa Ana <br />JTMororan <br />Among the key operational measures we track related to Account Reconciliation Services, are the <br />following: <br />Full Account Reconcilement Accuracy Rate <br />Full Account Reconcilement Timeliness <br />Among the key operational measures we track related to Positive Pay Services, are the following. <br />Positive Pay Accuracy Rate <br />Positive Pay Reconcilement Timeliness <br />ACH <br />Among the key operational measures we track related to ACH .Services, are the following: <br />Origination File Processing Timeliness <br />Percentage of client service inquiries actioned same day <br />Average resolution time for inquiries not resolved during initial contact_ <br />(Mires <br />Among the key operational measures we track related to Wire Transfer Services, are the <br />following: <br />Wire Transfer Accuracy <br />Same -Day Notification Timeliness <br />Wire Entry Speed of Answer <br />Wire Entry Average Abandon Call Rate <br />Measuring Client Satisfaction <br />J.P. Morgan's client satisfaction program is a continuous process. It consists of determining client <br />needs through the annual client satisfaction survey and other client feedback mechanisms, <br />prioritizing the opportunities for improvement and setting up action teams to address key drivers <br />of service quality. These action teams develop and implement specific action plans for the <br />organization, with accountabilities to improve key driver scores in the next survey. <br />Since 1992, we have combined traditional market research methodologies with direct client <br />feedback to measure the client experience on a continuous basis. Our satisfaction measurement <br />practices focus on three key processes: <br />New Business Implementation <br />Client Service Support. <br />Operational Quality <br />Following is a brief overview of our client satisfaction measurement process. <br />Objective: Measure and Improve the Client Satisfaction with: <br />End -ta -End New Business Implementation Experience <br />Treasury Service Product Performance and Delivery <br />Client Service Quality and Client Service Officer Support Identify key drivers of satisfaction <br />and improvement opportunities <br />Measure individual performance and drive behaviors based on direct client feedback <br />p ai)e 'r <br />55A -25 <br />
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