The Challenge

Data everywhere; missed opportunities; zero relationship management; poor client communications; no history and little if any integration between systems. Unfortunately all too common problems.

Up to 20% of every day is wasted “trying to find stuff”. 55% of enquiries go unanswered – “lost” between the enquiry made through the firm’s website or reception desk and connecting with a Risk Management team member.

Add to this the fact that 40% of worker’s productivity time is lost when switching tasks. This costs the global economy $450B per year.

Firms have automated business processes.  Now they are looking to embed productivity tools directly into business processes to save time and get more productivity of their teams.

Source:  The 40% loss of productivity when switching tasks comes from a study done by the American Psychological Association back in 2001: