Case Study 3:

Financial Services

blue logo flow ai

The Customer

An independent Investment Management Firm. Client assets under management totalling over US$1 trillion. Established in the 1920s.

The Problem

  • There was no additional resource to support absence cover or workflow peaks.
  • There was limited focus upon customer experience and delivering innovation
  • The service was poorly managed by the incumbent
  • Poor audit trail, with no record of requests or actions taken

What We Did

  • TUPE transfer of staff to Flow AI and provided training to improve customer service and implement best practice
  • Trained and vetted our dedicated site support team to provide contingency support for absence and peak workflow

Services

  • Distribution
  • Create

What We Achieved

  • Improved staff management and on-site expertise
  • Continual Innovation – Flow AI developed a strategic roadmap for the future, aligning our offering to the customers future requirements
  • Service Agility – Greater operational flexibility to deal with mailings and workflow peaks.
  • Improved quality print output and brand consistency
  • Introduced comprehensive audit trail, tracking all actions and requests
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