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Case Study

Cutting Response Lead Times in the Competitive Financial Services Industry

Key Challenge

In the competitive and saturated Financial Services industry, often being the first to respond to an inquiry is the key to winning the business. In order to respond to a refinancing inquiry, our client needed to integrate data acquiring from its calling/messaging system with tis agent management and banking systems. Lead times form the initiation of an inquiry to response were often in excess of 30 minutes, resulting in lost opportunities and thus lost revenue.

0%

reduction in process throughput time.

as a result of this project

0%

of IT personnel in the financial services sector agree that data silos create significant challenges for their organizations.

according to Salesforce

Our Solutions

  • BridgeView and its consultants developed an integration and reporting platform designed to allow the integration of data at a frequency that matched each system's output rate. This solution allowed agents to work opportunities within a few minutes of an inquiry, significantly increasing their sales effectiveness and reducing the number of lost opportunities.
  • This platform was implemented using the SDI ETL Framework, hosted on Microsoft Azure (Azure SQL and Data Factory), leveraging Tableau and Power BI for reporting, dashboarding and analytics.

Impacts & Outcomes:

  • Accelerated Speed:
    • Our solution allowed our client to experience a workflow, that previously took over 30 minutes, be executed in mere minutes.
  • Increased Sales:
    • This project enabled our client to prevent the loss of sales opportunities, empowering them to take advantage of the key leads that they have generated.
  • Delay? No Way.
    • BridgeView’s integration and reporting platform is able to synchronize data as fast as it is provided, making costly delays and waiting time a thing of the past.
  • Beyond Just Data:
    • This project represents BridgeView Consulting’s ability to fundamentally change our client's workstreams in ways that create realized value and impact on their bottom lines - Which is our goal, to help you experience the results that your organization is capable of.

Technologies or Methodologies Used:

  • Microsoft Azure
  • Azure SQL
  • Data Factory
  • Tableau
  • Power BI
Turn Missed Opportunities into Wins.

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