Financial Services

Delivering a great customer experience is critical, contributing factor towards the success of a business. Therefore, it is crucial that we acknowledge that the customer experience is a holistic view of a customer's entire journey with an organisation! Not just at their point of purchase.

Paragon: Mailroom Automation Success Story Established in 1985, Paragon is a leading specialist lender of buy-to-let mortgages to landlords and residential property investors in the UK, a loan servicing provider for third party clients and an active acquirer of loan assets and portfolios and has most recently established a banking subsidiary, Paragon Bank.

Equity in Finance provides various financial services including helping customers claim back payments made for mis-sold payment protection insurance policies against a multitude of companies including some of the country’s biggest lenders. EIF were introduced to Quadient by Neopost, leading supplier of mailroom equipment in the UK. Neopost, having provided EIF with cost effective improvements to their outgoing mail processes, noted that they were manually opening, sorting and distributing inbound email items

The client in this case study is one of the UK’s largest independent financial advisory groups, employing around 2800 people in 40 countries worldwide. Governments, companies and individuals go to them for merger & acquisition advice, wealth management, fundraising and banking requirements. The London office is home to Banking and Merchant Banking activities, Global Financial Advisory business as well as being home to company archives.

The Totemic Group is one of the largest commercial debt management companies in the UK. Totemic develops its own payment, information and CRM systems, and through its key PayPlan business helps over 100,000 people in financial difficulty manage debts every year. Totemic also scores consistently highly in ‘Best Places to Work’ listings and is an ‘Investor In People’ accreditation holder.

The competitive financial services sector faces many pressures which have a direct impact on your back office costs and bottom line profitability.

Information is the lifeblood of business, and in today’s world, that information is increasingly digital. Organisations that are slow to go digital struggle to stay competitive, according to management consultants McKinsey. More than 66% of CEOs surveyed by Gartner expect their companies to change their business model in the next three years, while 62% have management initiatives or transformation programmes underway to make their businesses more digital.