CASE STUDY / KEY RETIREMENT (KR GROUP) - FINANCIAL SERVICES

FINANCIAL SERVICES LEADER BENEFITS FROM FLS VISITOUR OPTIMISED FIELD ADVISOR SCHEDULING

Key Retirement (KR Group) has implemented FLS VISITOUR optimised appointment booking and scheduling software from FLS - FAST LEAN SMART for their field-based advisors. Results achieved have been attending appointments sooner, reduced mileage and travel, increased capacity to attend more appointments per advisor.

The results:

Attending appointments sooner
Reduced mileage and travel time
Capacity for more appointments per advisor

How Key Retirement has achieved success:

FLS Solutions:
FLS VISITOUR
FLS MOBILE

Industry:
FINANCIAL SERVICES

The challenges:

Introduction of centralised diary management integrated with Dynamics CRM
Efficient appointment schedule and route optimisation for 100 Financial Advisors
Ability to book follow-on appointments whilst on-site
More effective use of resources in the field and head office
Improved customer satisfaction

"Our process for arranging customer visits was laborious and often made a poor use of the advisors' time. Our key focus is to attend appointments in a timely manner that supports our customer needs via a two-stage face-to-face process; a first meeting and then follow-ups. For this to be achieved with the same advisor often caused ineffective use of resources and delays to other potential customer visits."

Darren Halliwell · Chief Technology Officer at KR Group

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The results at a glance:

Attending appointments sooner
Reduced mileage and travel time
Capacity for more appointments per advisor
More follow-up visits now assigned to same advisor

More information:
www.keyadvice.co.uk

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Author
JEREMY SQUIRE
UK Managing Director
Call +44 1183 800189
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Jeremy Squire is a business leader and solutions consultant with over 20 years experience in field service scheduling and route optimisation software solutions. He is one of Europe's most recognised and regarded voices in field service technology.