Financial Services

Problem Statement

Currently, this process is spread across three different marketing websites, resulting in extra time being spent between each area.

 

Process Overview

This process is required in order to better gauge costings compared to competitors, using different profiles as a means of measurement.

Due to the high volumes of profiles created, 2 FTEs across the department are required to conduct this process on top of their other duties.

Systems used: MS Excel, Interner Explorer

 

Solution

By tweaking the initial process slightly to recognise each website’s unique code, we were able to streamline the whole solution to successfully use the profiles across all three of these websites As such this further increased the ROI for the business.