Implementing CRM In Mortgage Broker Sector
Overcoming data fragmentation and improving sales coordination posed significant challenges for a finance sector client prior to implementing CRM.
Redrock Group is a prominent financial institution specialising in providing a wide range of financial services, including investment management, wealth advisory, loans and insurance. With a large client base and complex financial portfolios, they faced challenges in managing client data, coordinating sales efforts and delivering personalised services. Recognising the need for a robust CRM solution, they embarked on a journey to optimise their operations and elevate their client experience.