This Financial client had a messy system. No one knew what was going on, staff performance was low and customer engagement even lower.

Our system was proposed and slowly implemented. It had to show all the team members, from collections to onboarding, their KPIs and targets.

The system has ensured greater performance over a diverse range of metrics, and has seen many awards for the new CRM platform.

We also have a long term partnership, ensuring that this system continues to improve for ever more. It is here to stay