Empowering Staff with Better Data Access to Improve Client Care

Client

Personal Debt Management & Credit Repair Company

Challenge

  • To improve data access capabilities of staff to allow for status updates and information-sharing.
  • To engage and communicate with clients on case matters in a timely manner.

Solution

  • Streamlining of existing data management platform.
  • Unlocking of data and sharing capabilities of platform to increase connectivity among staff.
  • Design of a customer journey campaign and interaction schedule.

Impact

  • Use of efficient data management platform provides information and insight on clients.
  • Use of efficient data management platform improves staff productivity, allowing them to better focus on client care.
  • Creation of a customer journey campaign enables automated client alerts and updates, short query response times and staff work queues.

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