Cases

Work that delivered

Clients are only named with their permission.

Fitness chain · Salesforce Agentforce

A support agent for club members

We built a structured knowledge base on memberships, class schedules and club rules, and connected it to an Agentforce agent that answers member questions around the clock.

Result: routine member questions are handled by the agent; staff only take the cases it hands over.

Financial services franchise · Insurance scan application

One client picture for every adviser

For a franchise chain of financial advisers we developed an insurance scan: an application in which advisers build client profiles and monitor the risks each client runs over time.

Result: every franchisee works from the same client picture, and risks show up before they become a problem.

GPS-tracking software company · Compliance

One compliance basis in 22 EU languages

For a fleet-tracking SaaS company we rewrote the information security and privacy statement, set retention periods for location data, and prepared CE/RED safety and compliance instructions for its trackers in 22 EU languages.

Result: one documented compliance basis for customers, dealers and tenders.

Facing something similar? Tell me about it.

Get in touch