• Predictive analytics for resourcing, margin, risk, and growth – giving us foresight, not just hindsight • Real-time dashboards across all key delivery lines – powered by Certinia and CPiQ • Visual client reporting – shifting from static outputs to dynamic, data-rich experiences • A Digital NPS of 60+ from internal users – driven by simplicity, adoption, and real performance uplift We’ll build a single, unified view of every client across the firm – from first contact to final delivery. No more fragmented data. No more blind spots. Every team, in every region, will have access to the same real-time insights – covering relationships, services, billing, referrals, risk, and potential. That means smarter decisions, tighter service, and faster cross-sell. It’s not just data integration – it’s client intimacy at scale. One Client. One View. One CP.
Looking just ahead. CPiQ will evolve – fast. Next comes:
• Generative AI trained on CP data – helping teams diagnose, explain, and advise at pace • Smart BD signals – triggering action across Salesforce based on real behaviour, not guesswork • Automated onboarding and engagement journeys – delivering consistency, quality, and client confidence from day one • AI-powered QA and review tools – increasing accuracy, speed, and peace of mind across core services This isn’t about chasing tech trends. It’s about creating a delivery model that’s smarter, faster, and more consistent – without losing the
edge that defines us. Digital with purpose. Intelligence with impact. Built into the platform. Ready to scale.
SEAMLESS PLATFORM DELIVERY & SCALE Building on this foundation, our platform delivery model ensures consistency, pace, and quality – no matter where or how we work. We combine offshore hubs in South Africa and the Philippines with automation-led workflows and smart systems. This platform approach frees our people to focus on what matters most – delivering exceptional client outcomes. We’re not just scaling headcount – we’re scaling capability. We’re building a platform that delivers faster, better, and more consistently – across every city, service, and client.
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