BWG Case Study

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The Company

Shrewsbury-based BWG Commercial Finance Specialists offers professional help for many businesses, not just across Shrewsbury and Shropshire, but right across the UK and Northern Ireland.

The company has a dedicated team of professionals within four offices and prides itself on being able to cut through the red tape that can hinder businesses for accessing sources of funding from banks and other lending institutions.

Website
www.bwg-finance.co.uk

Why was Flightdeck needed?

Effective and efficient service is something that has always been innate to BWG, with client requirements being a top priority.

With this in mind, Andrew Whitfield, managing director of BWG realised that the customer relationship management (CRM) packages his team had been using in the past were not up to the rigors of BWG’s specialist business needs.

The ‘one-size-fits-all’ approach to dealing with customer management offered by ‘off the shelf’ CRM packages was not the best way forward for the company. Something more specialised and specific to the business’s requirements was needed, something that allowed the BWG team to continue to offer a unique and specialised service to all its clients.

How does Flightdeck help?

The Flighdeck system that was built for BWG is specific to BWG. The company required Flightdeck to incorporate specific mathematic calculations such as commission payment, income stream and interest ratios, not included on any other CRM package, so that BWG was able to give fast, accurate information to its clients.

Flightdeck not only allows for BWG to keep accurate records of all of its clients and the interactions it has with them, but it also allows for the business leaders to gain a complete picture of the business and its turnover at any one point in time – vital for checking on business health.

BWG operates in a industry sector that is governed by a significant amount of rules and regulations, and the tracking processes that Flightdeck allows is vital to make sure that customers get all of the right information at the right time and in the right format – but also it allows BWG to make sure it is meeting and exceeding all the requirements placed on it.

The impact Flightdeck has for clients

Any client request will often go through four separate departments in BWG, but because all information about the client and its request is centralised on Flightdeck within a couple of minutes the customer can be updated on the progress.

This ‘case tracking’ facility is vital to the business and has helped BWG offer excellent customer service standards. Flightdeck helps BWG make sure it will continue to offer the effective and efficient service it is known for, for many years to come.
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