The Problem

The Transfer Agency was having difficulty managing a flood of job requests and then ensuring that they were paid for.

Case Study:
Transfer Agency

A growing stock transfer agency needed to deal with growing demand

The Solution

VybeTask was introduced as a way to manage the flood of requests. As a job came in it was assigned out based on knowledge and workload. The staff knew exactly what they needed to do. Clients received automated updates as the work was completed.

The Result

Management had a better handle on the work load. They were able to re-assign work quickly and clients were able to monitor the status of their requests.

Propelling Business Forward through
Digital Transformation