Case Study: Neo Financial

Engage Employees with Digital WFM

Neo enhances employee engagement, drives productivity, and fosters a collaborative work environment with digital WFM.

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FORECASTINGACCURACY IMPROVED To within a 2-3% margin

FROM 25% TO 80-90% Service levels on Mondays and Tuesdays improvement

MAJOR BOOST Productivity and service quality due to improved workforce management and staff allocation

Customer Story

CUSTOMER PROFILE
CHALLENGES
SOLUTIONS
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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

www.neofinancial.com

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

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