Alex Elsworth, Chief Technology Officer at Sasfin Wealth, notes:
“Our value proposition lies in the personal service and attention which we apply in managing our client portfolios. As a business philosophy, client relationships, client orientated processes, client retention and superior client value are core to our offering.”
One of Sasfin Wealth’s key strategic objectives is to enhance its technology platform, ultimately improving client experience.
“The right technologies enable us to keep the client at the core of everything we do,” emphasises Elsworth.
“Client information was stored in several different systems,” explains Marzanne Raubenheimer, Programme Manager, “and the integrity and quality of data were being compromised due to a lack of validation.”
Sasfin Wealth’s existing systems were also limited in their ability to capture information. Further data issues were arising as different branches and users were following inconsistent approaches.
The CRM Team was selected to work with key Sasfin Wealth stakeholders in developing an end to end CRM solution that would resolve the tactical and data consolidation issues the company was experiencing. Once fully implemented, the solution is set to power strategic insights, enhance business process efficacy and boost operational efficiency.