Aspire Unlocks Productivity and Client Satisfaction with CallHippo

About Aspire

Aspire is a leading financial services consultancy based in Singapore. It is a part of Manulife Financial Advisors and offers dynamic financial analysis and advice to people from all walks of life. Their services include global investment programs, tax consultancy and planning, corporate secretarial solutions, wealth management, and insurance for Singaporean nationals and foreigners.

Goals

Aspire aimed to enhance productivity by tracking their advisory team's performance and streamlining lead generation processes. Additionally, they sought to improve call connectivity and quality to better serve their local and global clients. Simplifying workflows and enabling easy appointment scheduling were also key priorities.

Challenges Faced by Aspire

Before using CallHippo, Aspire faced several challenges. Manual dialing consumed more time for agents and was prone to errors. Support and assistance were only limited to business hours.

Access to their business phone system depended on both hardware and software, which often caused delayed responses. The lead generation rate was more or less static, and both team and individual performance was hard to measure.

How CallHippo Helped Aspire?

CallHippo's VoIP solutions helped Aspire track the performance of its team members and dial clients automatically through its Power Dialer. It also helped advisers assist clients on the go and improve customer satisfaction.

The PowerDialer feature saved a great deal of time while calling, and Aspire could also track performance and provide support to agents in real time. The process of lead generation and appointment scheduling is much simpler now.

Results so far

Aspire has been able to streamline operations, enhance client interactions, and gain valuable insights, paving the way for continued growth and success in the competitive financial services industry. The company witnessed a notable improvement in overall efficiency and client satisfaction.

Additionally, the ability to track performance metrics enabled data-driven decision-making and process optimization.