Investengine chooses advoCX to improve its customer experience with Zendesk

September 26, 2022

Founded in 2017, InvestEngine is an investment management company that builds smart applications to manage stocks, shares, and general portfolio accounts. Featuring hundreds of the market’s leading ETFs from the likes of Vanguard and iShares, investors can build their own portfolios with zero InvestEngine fees or rely on InvestEngine’s expert-managed portfolios for just 0.25% p.a.

The rise in popularity of financial technology solutions means that more people than ever can make significant financial decisions with their phones. These customers need full confidence in the app and the entire team. To bolster this, businesses in the financial industry must set a high bar for the customer experience.

In partnership with advoCX , Investengine has been able to elevate its customer service operation with Zendesk's powerful suite of products

"InvestEngine approached advoCX at the time when the company was undergoing rapid growth in client numbers and required quick deployment of new CX solutions to cope with the increasing demand. advoCX offered extensive expert guidance in redesigning the Zendesk application as well as implementing a new system of roles and segregation of responsibilities."

"The support included training staff, introducing third-party applications and re-designing the workflow. The consultation was indispensable in facilitating further growth, increasing capacity and transferring CX operations abroad. We would certainly work with advoCX again if we require further consultations and would highly recommend their services to anyone looking to improve their Zendesk solutions"

Andrey Dobrynin, Managing Director at Investengine