Crews

BACKGROUND

Briefly describe what your company does and your role there. 

Banking and financial services. Lending Staff.

OPPORTUNITY / CHALLENGE

What were your company's goals when you started looking for a partner?

Client oriented. Approachable CSR's

SOLUTION

Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.

Analyze customer portfolios and data to compile the necessary steps for our company to provide valuable information back to our client.

How many people does your company work with?

6-10

How did you find this provider?

Referral

Why did you choose to work with them?

• Close to my geographic location
• Pricing fits our budget
• Great culture fit
• Referred to me by a trusted source
• Company values aligned

RESULTS & FEEDBACK

What are the results or deliverables of this partnership that demonstrate progress or success?

Their services allow our firm to quickly deliver a plan to our customers by the timeframe we have set in place.

How does your team communicate with this service provider?

• Virtual Meetings
• Phone calls
• Email or Messaging App

Are there any areas for improvement or something this service provider could have done differently?

Occasional in person meeting would be beneficial to continue partnership growth.