The client requested a strategy and implementation regarding enterprise mobility to improve the productivity of staff, increase retention of customers, and bring younger advisors into the sales force.
To Sanlam, enterprise mobility means greater access to the mass market from a lead generation and fulfillment point of view. From a high-income point of view, it means better service; and from an intermediary point of view, it means improved productivity to have better insight to make faster decisions.
We worked closely with the client. There was a strategy intervention to understand current efforts, stumbling blocks and future plans. This resulted in 17 initiatives which were clusters around five elements of the enterprise value map, and they were detailed according to capability and priority. These initiatives will provide improved speed and quality of knowledge across the firm. They will also empower customers and the sales force to understand their portfolio better so as to optimize value.