Turning Clicks Into Clients
How Automation Unlocked Hours for High-Value Work
The Scenario
Manual data entry was eating into valuable client service time. A fast-growing financial services firm found its team stuck in repetitive, low-value tasks, limiting their ability to deliver meaningful customer interactions.
Key pain points:
Hours lost to re-entering data across multiple systems
Slower response times due to administrative bottlenecks
Employee frustration and reduced job satisfaction
Growth constrained without adding more staff
Company Snapshot
- Industry: Financial Services
- Company Size: ~75 employees
- Revenue Range: ~$15M
- Location: California
Value Delivered
- 18% reduction in manual workload
- Improved response times, leading to better client satisfaction
- Increased employee productivity and morale
- Future-ready processes built for growth
“We were spending more time entering data than helping our clients, Teric was crucial in helping us change that. Now, our employees are happier, our clients are happier, and our processes finally support our goals.”
– Matt Fontenot, Account Executive
What We Did
Teric partnered with leadership to design and execute a laser-focused automation strategy, streamlining workflows and freeing employees to focus on clients.
Key actions included:
Workflow Audit: Identified bottlenecks and automation opportunities
System Integration: Connected existing platforms to eliminate redundant data entry
Smart Automation: Built workflows for faster, more accurate information sharing
Change Enablement: Trained staff for a smooth, confident transition
Services Used
The Solution
In just weeks, Teric delivered an automation solution that reduced administrative workload and empowered employees to spend more time serving customers.
- 18% reduction in manual data entry
- Faster customer response times
- Higher employee satisfaction and engagement
- A scalable process foundation to support growth
Results
15%
Increased employee productivity
18%
Less Manual Data Entry
25%
Improvement in Customer Response Time
Turn Insight Into Action
Free your team from repetitive work and refocus on what matters.
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