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Credence International is a Wealth Management and Advisory Firm established to create a unique private client proposition. In a world where lifestyles, economies and technologies are constantly evolving, we were established to give our clients enhanced solutions in a simplified form. Their clients benefit from years of experience in Financial Advice and Planning.
Credence had a very high volume of lead and clients to cover in order to offer their financial advices. In that aspect they wanted to make sure that no customer or lead were neglected. Using paper and email for communication they found theirselves challenged when it came to having a clear visibility on their advisors activity and time spent.
We have implemented a solution to digitally transform the lead distribution and fact finding acitivities. Allowing the business developers to quickly approach prospects and collecting all the relevant data to be passed to the financial advisors within a single plaform.