Client
Financial Services Company
Challenge
- To provide accessible and affordable financial services.
- To provide best-in-class services for a modern customer experience.
Solution
- Examination and identification of cost inefficiencies within the practice and challenging of traditional pricing methodologies.
- Implementation of online facilities to interact and engage with customers at their preferred times and locations.
- Incorporation of physical and digital touchpoints with personalisation to enhance customer experience.
Impact
- Identification of cost inefficiencies and review of pricing methods allows for competitive pricing and improved service offerings.
- Cost-savings unlock investment opportunities for the practice in marketing, customer appreciation, innovation and system upgrades.
- Highly personalised marketing and client interaction improves client retention and engagement and also strengthens mutual trust and loyalty.