Customer Story from Infusion360

As told by Melissa Church – Innovation and Business Efficiency Manager

What were the specific challenges you faced?

  • Poor data integrity and completeness
  • Lack of automation of processes and administration

What was the impact of those challenges?

  • We lacked reporting mechanisms to understanding our client experiences (turnaround times, FOFA tracking, client on-boarding timeframes) and lacked mechanisms to maintaining accurate data from both a business and compliance perspective.
  • Tracking and managing the implementation of our clients advice without automation created high administration and time to updating back end systems to track case loads. Minimal automation increased the time taken to service our clients administratively and reduced the time for us to be with clients. 

What was the impact of those challenges?

  • We lacked reporting mechanisms to understanding our client experiences (turnaround times, FOFA tracking, client on-boarding timeframes) and lacked mechanisms to maintaining accurate data from both a business and compliance perspective.
  • Tracking and managing the implementation of our clients advice without automation created high administration and time to updating back end systems to track case loads. Minimal automation increased the time taken to service our clients administratively and reduced the time for us to be with clients. 

How were those challenges addressed with the help of Visioneer360?

  • Visioneer360 have been able to review systematic restrictions and deliver customised solutions tailored to specific areas to make not only the data accuracy more optimal but also user-friendly for our staff. 
  • With the use of their expertise, Visioneer360 has assisted in the creation of process threads and business processes custom to our internal workflows. This includes auto-creation of cases for our client reviews, fee disclosures and ongoing service agreements. This has assisted us in both administration and our overall compliance tracking. In addition, their reporting facilities and dashboards has been an integral part of our ongoing management and overview of the business. 

What did you like most about working with the V360 team?

  • Visioneer360 took the time to really understand how our business works and operates in order to provide solutions-based custom designs for our salesforce environment. Their consultants have great subject matter expertise that enables them to find a solution for any and every problem.

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