Client
Financial Services Company
Challenge
- To scale the financial services practice in preparation for rapid growth.
- To streamline efficiencies and processes for cost-saving and productivity.
Solution
- Deployment of integrated solutions incorporating CRM and workflow automation to rapidly evolve in line with new initiatives and business development.
- Prioritisation of customer service to provide unparalleled experiences leveraging continuous innovation, testing and competitive pricing.
- Redesign of business activities and identified problems to reduce repetition and time lag and to improve speed of service delivery.
Impact
- System connectivity facilitates growth and scalability and enables the practice to be more responsive to external influences such as industry-wide changes, legislative amendments and falling commission revenues.
- Improved customer engagement dramatically increases customer satisfaction and loyalty.
- Redesign of business processes helps to focus on driving more value to clients while reducing the costs to serve.