Phillipus De Witt Communication
The Story of Phillipus De Witt
PPM was receiving a lot of customer complaints and concerns about their tax distributions. They were looking for a supplier who could help them improve their distribution process and reduce the number of customer complaints. One of InsideData’s existing clients referred PPM, and they were impressed with InsideData’s user-friendly system and the high level of customer satisfaction they achieve.
The Challenge
Initially, the company was operating as usual. However, customers began to complain about their tax documents, stating that they were unable to view the correct information or open the encrypted documents. This was a problem because customers needed to send the documents to SARS, and the encryption made them inaccessible without a password. As a result, customers had to print, scan, and email the documents, which was inconvenient, time-consuming, and frustrating. The company then approached InsideData for help.
How InsideData Responded
The answer is simple: InsideData puts its money where its mouth is and delivered a proof of concept that delivers and exceeds promises in terms of efficiency, process, price, and innovation.
The Results
- Increased efficiency with the process and showing the client how user-friendly the Digibroker system is:
- Email Applications
- Archive of data and templates
- Branding awareness, Privacy, and security
- Reporting
- Reduction in Cost – this means more funds are available for investing in other initiatives.
- Existing clients have the immense benefit of receiving an improved service as the platform enables customer journey mapping. This means clients get more insight into the day-to-day operations of an investor, from request to fulfilment. The system is user-friendly, easy to access and with back-end support, and the client always has access, with a Service Desk team ready to help when required.
A Case Study in Efficient Document Distribution – Phillipus De Witt
The Challenge:
Philippus de Witt (Pty) Limited, a Johannesburg-based stockbroking firm, was facing significant challenges in distributing tax documents to its clients. Numerous complaints arose regarding inaccessible and encrypted documents, leading to frustration and inefficiencies, particularly since many customers needed their documents to be submitted to SARS.
The Solution:
To address these issues, Philippus de Witt (hereafter referred to as PPM) sought a solution that would streamline their distribution process, eliminate inefficiencies, and improve customer satisfaction. InsideData was recommend as a potential partner by one of their existing clients due to their user-friendly system and high level of customer satisfaction.
The Action:
PPM initially reached out to InsideData in August 2023, after which they were invited to the InsideData offices for a demo of the DigiBroker platform and its benefits. Shortly after, InsideData successfully delivered a proof-of-concept that showcased their ability to deliver a tailored solution that met PPM’s specific needs. This concept exceeded promises in terms of efficiency, process, price, and innovation.
- A reduction in customer complaints and costs.
- Increased automation and efficiency.
- Enhanced security, brand awareness, and privacy.
- Accurate reporting.
- Improved service for existing clients due to the enablement of customer journey mapping.
If your business is facing similar changes, contact InsideData’s insurance industry specialist Bridget Trask to learn how our solutions can you help you streamline operations, enhance customer satisfaction and drive growth.