Our Offer to Help

The COVID-19 pandemic and related financial strain has created a significant and sudden increase in customer inquiries and applications for banks and lenders. PTP can help you manage increased interaction volumes across voice and digital channels, while maintaining high levels of customer service through this crisis.

how are we helping?

To do our part during this crisis, we are offering you a free Readiness Assessment. As an objective partner, we will evaluate your current environment and make detailed recommendations.

The free assessment delivers customized recommendations on how to: 

  • Connect front-office and back-office employees and processes
  • Manage customer and employee frustration
  • Balance volumes to improve wait times
  • Optimize your workforce
  • Provide remote workers with access to tools
  • Understanding customer and employee needs and expectations

schedule Your free Readiness Assessment:

Complete the form below to request your assessment and we will follow up shortly to schedule our first call. There are no obligations, no costs, and no commitments.


Initial Call: A PTP representative will reach out to schedule a brief call to better understand your current environment, identify your key stakeholders, and schedule an initial workshop date.

Readiness Assessment: We will schedule two interactive video conference calls with key operations, process, and technology stakeholders in your organization. The discovery meeting will enable our analysts and consultants to gather the details necessary to develop our findings and recommendations.

Final Deliverable: After the call, we will prepare a document that summarizes the results of the assessment of your current environment. In this document, we will also provide specific recommendations for moving forward. The goal is to help you successfully respond to the volume of inbound inquiries, improve your customer service, and get the most out of your contact center investments and staff resources.


This offer is for North American organizations only. Please see our privacy statement for more information.