A leading financial services business with OVER $230 billion of assets under management IMPLEMENTED Sentia in 4 Weeks AND reduced selling costs by 27%
The client had already used salesforce.com for 2 years when they engaged us. Within a few weeks of deploying Sentia the outcomes were enormous.
27%
3Weeks
40%
Providing balance sheet and cash management solutions to US banks and other financial institutions for almost 50 years, the firm is a deposit and liquidity specialist for banks, trust/wealth managers, brokerages, and public and private entities.
Having already invested in the leading enterprise CRM two years earlier, the business did not want to replace this CRM but wanted to leverage this earlier investment and actually begin to generate productivity gains and revenue growth.
Sentia was installed on to the existing salesforce.com system and we analyzed daily practises to create a configuration and automation that dramatically overhauled the company's operation. Deployment was within 4 weeks of project commencement. Annual investment for the software, configuration and ongoing service and support $13,500.
Through a detailed analysis of the processes within the client's business we were able to configure Sentia so that it automated much of the day to day that the team spent time on freeing them up to more effectively service their clientelle.
saved through the automation of daily account follow ups (previously engaging each team member for a measured 90 minutes a day.
in measured and quantified savings through automation of data entry and data maintenance.
in total quantifiable savings through the deployment of the Sentia system.
The highlighting of customer balances that are outside set limits has reduced follow up times and risk substantially.
Custom Sentia modules have automated much of the information flow between Marketing & Business Development.
All of the activity of the team and any lack of the team is scrutinized by the Sentia application and exceptions immediately communicated by Sentia.
“ the influence of information technology is everywhere except for productivity statistics”
Sentia is the world's first 'virtual digital adviser' - it will work with your current CRM, completely elevate your CRM's outcomes and your team will love it! We connect Sentia to your current CRM, we configure it specifically for you and your business' processes and automate all of your repetitive tasks while eliminating extra data entry. Sentia replaces the typical, tired CRM user interface with clean, modern cards that detail what actions to take and where to focus each and every day and in what priority to make the most wins. Sentia supercharges your CRM!
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