Client Context and Challenge

In 2023, InvesPoint, a firm connecting market actors, struggled with inconsistent sales workflows and onboarding procedures, leading to client drop-offs and poor feedback. The lack of a standardized sales pipeline created inefficiencies, and the absence of systematic client communication protocols resulted in missed opportunities and subpar client experiences. This unpredictability hindered InvesPoint’s ability to scale and maintain client satisfaction, ultimately affecting their market reputation and growth potential.

Our Approach and Delivery

NC Advisory conducted a workflow audit and designed a streamlined sales pipeline with standardised onboarding documents and communication protocols. We developed a feedback loop mechanism to track client satisfaction and close service gaps.

Outcomes and Key Insights

Client onboarding time reduced by 40%, and satisfaction ratings improved significantly. The standard procedures enabled scalability and consistent service delivery.

• Client onboarding time reduced by 40%
• Satisfaction ratings improved significantly
• Enabled scalability and consistent service delivery
• Fostered greater client confidence and loyalty
• Provided a robust framework for future growth and success

This overhaul not only addressed the inefficiencies but also fostered greater client confidence and loyalty, providing InvesPoint with a robust framework for future growth and success.