CASE STUDIES - Finance

Industry - Finance
  • Well-known large Pension planning and pension administrator specialist.
Business Case
  • Client was looking to improve customer retention, increase revenues, improve their business processes and by extension their customer experience.
  • Improve responses to their clients  in order to upsell and create satisfaction rather than focussing on data inputting.
Solution
  • RPA installed to extract/provision of all customer information within one place.
  • Integration of information into all critical systems such as CRM, document repository system, intranet, web apps and QAS.
ROI Outcomes
  • Reduced training time by 2.5 weeks.
  • Better customer experience.
  • Average Handling Time improved by 15%.
  • Ability to increase company profitability  and customer satisfaction
  • Clear audit trails created and recorded.