Modernizing Management: How Digital Strategy Improves Transparency and Efficiency

A OneStop Portal allows financial services organizations to give clients access to their own branded portal where they can call or text advisors (skipping the hold music), initiate trades, schedule meetings, sign legal documents electronically, and complete other tasks related to their business needs. Additionally, they would gain full insight into the history of interactions. This paves the way for creating a better service experience.

A OneStop Client App is a digital solution that gives clients convenient access to end-to-end business service needs, all from their smartphones or desktops. It’s perfect for high-touch businesses where personalized relationships are paramount and client accounts need to be managed for quality service delivery.

Digital transformation makes it easier for clients to connect and do business with companies, but that only represents half the equation. A OneStop Client Interaction Hub is a revolutionary approach to management because, until now, it hasn’t been possible to achieve this level of transparency and efficiency.

A OneStop App consolidates all customer communications in one place. This empowers management to:

• Track every interaction related to an account

• Identify and address any unanswered client requests

• Easily search through all communications

• Access collaborative and signed documents

• Task manage internal teams

• Schedule and conduct meetings

• Keep auditable records and eliminate unnecessary paperwork

Digital gives executives and business owners a level of insight and control over their business that simply isn’t possible with antiquated systems. By consolidating every customer interaction on a OneStop App, businesses can completely transform their processes to reduce costs, retain customers, and dominate their market.

• Streamline their service efforts

• Keep every employee who interacts with a client informed about that client’s needs

• Spot gaps in processes for optimization

• Identify practices that improve client retention (and double-down on what works)

A OneStop Portal is a simple, straightforward digital transformation solution that offers tremendous return because it improves the client experience, while also enabling companies to streamline their internal processes for more efficient organizational practices.

A OneStop App consolidates all customer communications in one place. This empowers management to:

• Track every interaction related to an account

• Identify and address any unanswered client requests

• Easily search through all communications

• Access collaborative and signed documents

• Task manage internal teams

• Schedule and conduct meetings

• Keep auditable records and eliminate unnecessary paperwork

Just-in-time delivery is a model commonly used in manufacturing and logistics, but its reach is much broader than that. A retail store, for example, could use historical data surrounding product sales to order just the right amount of a certain item to keep up with consumer demand, without over-ordering items that won’t sell or inventory that will go to waste (e.g., perishables at a grocery store). This reduces costs and improves their bottom line.

The just-in-time approach is extremely effective in the client-centric financial services and banking industries. Clients in these industries have inquiries and requests around-the-clock, but it’s usually not economically feasible to staff companies 24/7.

Even during normal business hours, demand for client support fluctuates – significantly reducing or eliminating hold-times would require over-staffing much of the time. Yes, customers could have their questions answered on demand, but staff would have nothing to do during the downtimes and the cost would be prohibitive.

A digital solution like a OneStop Client Interaction Hub gives clients access to account managers and support staff when they need it, without wasting resources. Clients can reach in whenever they need to access the business and receive just-in-time, individualized responsiveness.

Moreover, since management has access to every conversation, every request, and every unanswered inquiry, they can use this data to optimize service. The result is an efficient, seamless, just-in-time service that improves the client experience and supports client retention.

Modernize your management for your financial firm today with your own branded OneStop Client Interaction Hub, powered by Moxtra. Get started today