CORPORATE SERVICES
Two thousand clients, five markets, and documents chased in every one
A corporate services group with about 200 staff serves more than 2,000 clients across five markets. We built a workbench where each client has one conversation and a named person confirms every commitment.
Nine firms keep separate records
Documents are chased in every market, and nothing happens as a due date nears. A general assistant keeps no records of either.
Routine goes out, commitments wait
Staff give instructions such as “open the annual return for every Hong Kong entity”. Nothing is sent or committed without a person.
One conversation per client
Each matter shows its timeline, the agent’s steps and the draft a staff member confirms, edits or discards.
Where it stands
The demonstration is built, with fictional client groups and simulated channels. The kick-off is scheduled; the workbench does not yet run on the group’s own clients.
Talk to us
Bring one client’s matters with the names removed, and we will show what the agent would have done and where it stopped.
enquiry@redesignyour.work
