Managing Agent transitioning from outsource provider to support future growth

Case study 1

The customer wanted to transition to a service provider who would support future growth while reducing costs and improving quality.

Services taken by customer:

  • Risk Data Capture
  • Credit Control
  • Delegated Underwriting Services
  • Accounts & Reconciliation
  • Sanctions Administration
     
45%

reduction in aged debt with £6m cash collected in 3rd year of contract.

Savings

built in transparent cost structure with year-on-year savings.

Challenges

  • Transfer services from existing provider within agreed timelines using structured onboarding plan.
  • Transition of services to Velonetic overseas operations with UK support.
  • Re-baseline the processes and identify process improvements.
  • Provide transparent and meaningful Management Information to support performance and quality.

Solutions

  • Velonetic stepped in and offered rapid onboarding and a risk-free proof of concept.
  • BinderCloud integrated with Qlik Sense for enhanced reporting.#
  • Dedicated support ensured a smooth trial experience.
  • A clear roadmap outlined future enhancements.

Results

  • Enabled customer to realise cost benefits by outsourcing to our expert Offshore teams whilst maintaining high operational standards/SLA’s.
  • Quality SLA’s frequently exceeded, weekly and monthly MI provided to give visibility of results.
  • Improved outsource partner relationship by regular interaction with Velonetic teams and monthly reviews, agreeing priorities with the customer.
  • Flexibility to add new service lines with ease under contracting model.

To learn how Velonetic can help you achieve similar results