Nintex 协助 Equilibrium 简化客户管理流程
适用行业
- 设备与机械
适用功能
- 维护
- 销售与市场营销
用例
- 库存管理
- 供应链可见性(SCV)
服务
- 培训
关于客户
Equilibrium Financial Planning 是一家总部位于英国的财富管理公司，近 25 年来一直为客户提供财富和投资管理、养老金和遗产规划策略方面的专业知识。该组织专注于退休后财富管理，并通过不仅仅提供投资建议而脱颖而出。相反，Equilibrium 致力于制定长期财务计划，为客户的生活带来积极的影响。该组织相信透明度并提供比一般金融机构更加个性化的服务。为了管理不断增长的客户群，该公司在总部设有一支由 7 名顾问组成的团队和 90 名支持人员。
挑战
Equilibrium Financial Planning 是一家总部位于英国的财富管理公司，由于其多名顾问使用的方法多种多样，因此在维持一致的客户服务方面面临着挑战。随着公司的客户群增长到超过 1,200 个管理帐户，对结构化流程的需求变得明显，以维持最高标准的客户服务。该公司拥有一支由 7 名顾问组成的团队和 90 名支持人员，每个人都有独特的工作方式，但缺乏确保一致的客户体验的记录流程方法。该公司面临着保持账户管理方法一致性的挑战，特别是在吸引新客户时。简单的错误可能会导致潜在客户流失，并对组织的声誉产生负面影响。在某些情况下，错误甚至可能导致违反监管规定和罚款。
解决方案
Equilibrium 利用 Nintex Promapp 更有效地标准化和管理流程，包括客户加入和文档管理，同时促进整个公司更好的沟通。 Nintex Promapp 的视觉和轮廓格式的绘图对于 Equilibrium 的客户管理团队来说是一个独特的优势。在可视化地图和详细流程大纲之间切换的能力激发了人们对该解决方案的最初兴趣，也是其成功采用的一个重要因素。 Nintex Promapp 还允许所有团队成员为流程做出贡献并帮助改进流程。一旦映射，所有团队成员都可以审查、评论并确保每个流程的记录正确。 Equilibrium 首先解决的最重要流程之一是新的潜在客户管理，该流程平均需要 9 至 12 个月。 Nintex Promapp 可以轻松确保每个步骤都得到准确遵循，无论谁负责领导或管理案件。
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