Story
The client company was in the business of managing structured and unstructured investments and provided consulting services for various forms of life insurance products for major financial institutions. Their growth rate was staggering, with many high-profile customers.
Challenge
Needed a solution that could capture all types of feedback from their customers. Wanted a single point of access that could summarize results in dashboard formats that could be easily consumed by the C-level office. The current system in place lacked the technical capabilities and had a poor user experience.
Solution
The data solution consolidated data from multiple sources and gave the ability for client administrators to switch feedback questions based on the time of day and response popularity.
- Provided real time feedback to improve services and product offerings.
- Enabled smarter decision making using robust analytics.
- Simplified administration to create many feedback attributes.
- Dashboards to show data and response patterns.
- Integration with major authentication provider (secure sign-on).
- Consolidated data management across all locations.
Benefits
- Real-time feedback on products and services enabled better decision-making.
- Mobile compatible dashboards facilitated data access anywhere on any device.
- Ease of administration and data integration resulted in less training budget.
- Increase in productivity grew by 42%.
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