FOUNT for Relationship Managers (Financial Services)

Make it easy for Relationship Managers to get new business.

FOUNT’s platform measures all the activities performed by your Relationship Managers, and quantify the effectiveness of processes and tools they interact with, so that you can remove friction in their workflow and help them get more business in the door.

Your Relationship Managers struggle to secure new customers and conduct business due to complex tools and processes.

You might have gathered feedback on various topics, but the process has been time consuming.

You hear complaints about tedious
on-boardings & business processes from customers or relationship managers, but don’t know what to prioritize.

It’s difficult to drive action with your existing data.

Our Solution

Our Work Analytics Platform helps you helps you improve the workflow of Relationship Managers and get more customers. The platform works in three steps:

Step 1: Get started quickly

We give you templated and validated surveys for Relationship Managers that measure key jobs to be done in their everyday workflow. These short surveys target small groups and are used to determine what stands in the way of your Relationship Managers.

As little as 2:30 min to complete

Just 53 responses to get statistically significant data

Get action recommendations from freetext data.

Step 2: Decide Priorities based on facts

We measure and prioritize what needs to be fixed in which activities, across all your systems and processes. This way, you can focus on what matters most to your Relationship Managers effectiveness in bringing customers.

Correlation analysis on moments that impact retention.

Root cause analysis of touchpoints performance.

AI generated free text analysis.

Step 3: Equip for action and measure success.

We equip the right people with the right data, so that they know exactly where they need to act to help Relationship Managers be more effective. Owners overseeing tools, policies, and processes (touchpoints) affecting Relationship Managers receive the necessary data to act and gauge outcomes.

Every touchpoint can be measured and tracked over time

Share specific slices of data relevant to touchpoint owners

Get action recommendations from freetext data.

This is bringing a real structure, narrowing our focus in a positive way and looking at specific things. Fundamentally – the first methodology to measure a moment in time

Executive, FTSE 100 Bank