BOOST PRODUCTIVITY

Are you looking for more innovative ways to increase your efficiency, boost productivity and generate better customer engagement in the financial services you offer to clients? Automation has been tried and tested in the finance industry - and with 80% of finance leaders having either successfully piloted, or intending to implement elements of Robotic Process Automation, digital technologies will play a crucial role in transforming your everyday operations.  

80%
of finance leaders having either successfully piloted, or intend to implement elements of Robotic Process Automation

the benefits of automation to finance professionals


smarter product innovation

The introduction of  Automation into your financial services planning and pricing allows your business to provide faster, more secure, and practically error-free solutions to your current and prospective customers. Automation saves on processing time and costs, allowing your team to focus on winning customer relationships and building your brand.

hyper-speed service delivery

The intensive, manual effort required in many of your business's everyday services can be fast-tracked through automation. From invoice and payment processing to credit checks and onboarding,  automation introduces a virtual workforce alongside your team to process, document and analyse, while constantly identify new opportunities for 

MULTILAYERED SALES PROCESS

By automating many of your company's high-volume and repetitive sales processes, you can deliver near real-time quoting across multiple platforms to customers. AI can also facilitate real-time interaction with customers and handle multi-layered queries while navigating the client towards their ideal financial solution.

expanded customer service and after-sales

Technology can create self-service channels for finance professionals across a variety of platforms, improving workflow and providing effective solutions to their clients. With automation freeing up staff, time and resources, your customer service team can concentrate on providing more intelligent support and resolve more challenging requests that come through.  

HOW CAN WE ASSIST YOU?


Innovation

Are you looking for more innovative ways to increase your efficiency, boost productivity and generate better customer engagement in the financial services you offer to clients?

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Sales

What are the biggest obstacles and pain points affecting your finance business’ ability to respond effectively to quotes and generate increased sales?                              

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SERVICE Delivery

In a saturated financial services market, a move towards virtual service delivery is a key component in maximising efficiency and driving down costs, all while tightening security and delivering the best customer experience to your clients.                                                               

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After-Sales

Microsoft Founder, Bill Gates, when asked for his thoughts on automation, had this to say, “The first rule of technology used in a business is that automation applied to an efficient operation will magnify the efficiency”.                                                                                    

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START YOUR       
JOURNEY TODAY

Now is the perfect time to partner with Tangent Solutions to reap the benefits of smart finance. Book an appointment or complete our FREE Business Performance Assessment.  

@TangentSolutions


@TangentSolutions


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