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The Challenge

One of the 4 major financial institutions needed a partner to deliver high-volume outbound sales while maintaining compliance.

The Solution

Segmentation, agent training, monitoring, performance management and optimisation over time.

The Challenge

The client required a structured approach to data management and lead procurement to improve conversion rates.

The Solution

Lead procurement, dialler strategy implementation and performance monitoring improved conversion and productivity.

The Challenge

Throughout 2024 and into 2025, client implemented multiple system changes across their CRM, dialling, and sales platforms.

The Solution

Proactive Collaboration & Testing, Operational Readiness & Support, and Business Continuity Planning kept operations running.

The Challenge

The client did not fully understand the raw data reports, that would track daily sales and performance against the established goals.

The Solution

Business Intelligence and Reporting: Setup of FTP for client to drop their raw data file that would allow for more robust reporting and in-depth analysis. A daily dashboard was set up that displays operational performance.

The Challenge

Identity theft resulted in fraudulent applications and delivery of high-end devices. Changing of consumer contact information on their account profile resulting in fraudulent upgrade applications and incorrect delivery to incorrect person(s).

The Solution

Process Mapping: Refined existing process by adding an additional security check on customer profile. All high-end applications referred to Validations Team for further review and approval before submission to warehouse for delivery.