Customer Story

Enhancing Customer Engagement for a Leading Trust and Estate Management Institution 

Enhancing Customer Engagement for a Leading Trust and Estate Management Institution

A prominent government-linked institution with decades of expertise in trust, estate management, and financial services embarked on a journey to modernize its customer engagement operations. Established in 1921 as the Department of Public Trustee and Official Administrator, the organization was later corporatized in 1995. With a nationwide footprint and a strong reputation for reliability and legacy planning, the company offers a comprehensive suite of trust and fiduciary services to both individuals and corporations. 

 

Challenges:

As the organization expanded its customer base and services, it faced increasing pressure on its contact center operations. Key challenges included: 

      • Call Disconnection Issues: Customers frequently experienced dropped or failed incoming calls, disrupting service continuity and eroding customer trust. 

        • Agent Accessibility: System login failures prevented agents from accessing their platforms promptly, leading to delays in response and extended customer wait times. 

          • Unresponsive Chat Functionality: The live chat system occasionally failed to load or respond, impacting digital engagement and customer satisfaction. 

        These technical inefficiencies began to affect customer trust and overall service delivery. 

         

        Solutions: 

        To overcome these challenges and elevate the customer experience, the organization deployed: 

            • Nubitel CX: A robust omnichannel contact center solution that seamlessly integrates voice, chat, and digital communications within a unified interface. This empowered agents to manage interactions across multiple channels more efficiently. 

              • Nubidesk : A comprehensive CRM platform that provided agents with real-time access to customer profiles, case tracking, and workflow automation—enhancing service personalization and operational efficiency. 

            Results:

            The implementation of Nubitel CX & Nubidesk delivered measurable improvements: 

                • Improved System Stability: Call stability was significantly enhanced, reducing disconnection rates and improving customer confidence. 

                  • Increased Agent Efficiency: With streamlined login processes and centralized dashboards, agents were able to respond to customer inquiries faster and with greater accuracy. 

                    • Enhanced Digital Engagement: The chat system’s reliability improved, resulting in higher customer satisfaction and increased usage of digital channels. 

                      • Better Service Continuity: Unified communications and CRM integration ensured that every customer interaction was recorded and followed through, improving consistency and accountability. 

                    Through the adoption of intelligent engagement and CRM tools, the institution reaffirmed its commitment to providing trustworthy and responsive service in a digital-first era. 

                     
                    Conclusion:

                    To keep pace with evolving customer expectations and operational demands, the institution embraced modern engagement tools. By implementing Nubitel CX and Nubidesk, the organization not only resolved long-standing system inefficiencies but also elevated both customer satisfaction and agent efficiency solidifying its position as a trusted, future-ready service provider. 

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