William Buck Victoria - Improving Client Service with Intapp Flow and Integrate
William Buck Victoria - Improving Client Service with Intapp Flow and Integrate
2 PagesCONTA C T +61 2.9290.8563 | sales@intapp.com | intapp.com CASE STUDY Continual Drive to Improve Client Service William Buck Victoria lives its motto, “Changing Lives.” This unique philosophy guides the firm to aspire to make a positive difference for clients, employees, and community. Recognising that clients would benefit from less reliance on paperwork, General Manager Fi Slaven and Lalitha Koya, IT Manager, drove an initiative to digitise processes to accelerate communications and improve client experience. As it stood, many of the processes around client engagement and approvals were paper-based and slow. Koya explains, “For instance, the process for client engagement and approvals was much too slow. Some of our paperwork could take a few weeks to complete
