Digital WFM Transformation
Case Study: Neo Financial
Engage Employees with Digital WFM
Neo enhances employee engagement, drives productivity, and fosters a collaborative work environment with digital WFM.View story
CUSTOMER PROFILE
ABOUT
Neo Financial, a Canadian fintech company, envisions a banking future free of the constraints of traditional banks. Recognizing a lack of progress with financial services in Canada, Neo aims to revolutionize banking by leveraging technology and industry expertise. With no physical branches, their approach centers on innovation and limitless possibilities. Drawing from their success with SkipTheDishes, Neo is committed to enhancing Canadians’ spending, saving, and rewards experiences. Their journey is marked by milestones as they strive to reshape the financial landscape for millions across Canada, driven by a relentless pursuit of progress.
INDUSTRY
Fintech
LOCATION
North America
ESTIMATED SIZE
160 agents
WEBSITE
CHALLENGES
- Incorrect data mapping within the system created inaccurate forecasts
- Needed separate instance for Zendesk and AWS
- Data was reorganized during the implementation
- Complex schedules with full-time and part-time variables caused scheduling issues
SOLUTIONS
- Playvox Workforce Management - Advanced forecasting, optimized workforce management, and enhanced reporting capabilities drive their success
- Neo and Playvox accurately mapped data, improving data flow
- They maintained data integrity and addressed integration issues
