Overview What we accomplished.
- Streamlined customer data management
- Optimized staff efficiency
- Enhanced consumer satisfaction
Challenge & Scope Protecting consumers from predatory and deceptive practices.
PruTech was tasked with developing a financial management system for a public agency within a large metropolitan area. The agency has over 500 employees and operates with a budget of over $40M. Its primary responsibility is to protect consumers from predatory and deceptive practices. The agency also provides services to individuals with low incomes by offering programs to increase access to free financial education and counseling.
PruTech took on the challenge to build a custom Microsoft Dynamics solution that would allow residents of the city to manage their own finances and assist them with creating bank accounts, increasing their credit scores, and increasing their overall financial independence. The final solution will enable counselors to monitor self-service appointment scheduling for improved consumer satisfaction and ease of engaging with the agency.
Solution Microsoft Dynamics customer relationship management (CRM) portal.
The custom solution provided by PruTech included a public facing portal that was connected to Dynamics CRM and the agency’s document management system. The portal allowed consumers and business partners to interact with the agency with ease and convenience, while also providing a centralized dashboard for staff users. Through smart customization, PruTech was able to develop templates for email and text notifications, as well as connect engagement activities into a process flow within Microsoft Dynamics CRM, to help the agency stay on top of customer needs.
Result Improved data management and consumer satisfaction.
The public agency was thrilled with the outcomes delivered by PruTech’s solution, which provided improved consumer satisfaction and convenience in engaging with the agency as well as effective management of counseling services at all locations. The system helped streamline customer data management and allowed staff users to keep a closer eye on progress user spending, user budgets, and KPIs to improving the users overall finanical status.
In addition, the self-service scheduling feature meant that customers were able to book appointments at their convenience, resulting in better customer satisfaction, and overall efficiency. Ultimately, PruTech’s solution gave the public agency the tools they needed to more effectively improve the citizens financial situations and help them achieve financial independence.
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