Create a workflow management system and map processes to existing industry specific CRM that complies with financial regulations and audit control.
In the finance industry there are a range of CRM systems that are specifically designed to meet regulatory needs to meet license requirements. These platforms often meet the legal requirements well but do not manage the customers service side or process delivery side of the business. We helped KDM with a workflow management system as they have a 3–month onboarding process for each client and wanted to be able to track a large number of client timelines moving between a large number of roles and manager approvals throughout their 20 person team. To help KDM financial fund the project we assisted them in applying for a Government Digital Business Grant which gave them $20,000 in funding towards the workflow management system and 3 other projects we have planned with them in 2020.
