Consumer Complaint Tracking and Resolution Log Worksheet

Updated 10/04/2024

This interactive consumer complaint log worksheet will assist with the tracking and resolution of consumer complaints and includes an automated dashboard for tracking quarterly results and reporting relevant data to management. This document can be customized to suit each bank’s individual needs.

The following are the key takeaways of the changes:

  1. All new format with automated dashboard and quarterly tracking.
  2. Updated to include tracking $ Amount of Refund/Reimbursements related to each complaint.
  3. Updated Instructions tab with additional info/screenshots.

To view our tool segment video, click here.

 

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