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Mariner Wealth Advisors

Improving knowledge sharing and internal communications

How Mariner Wealth created a suite of digital assistants to help their Internal Comms, HR and IT departments better serve their staff.

Key stats and facts

93% more effective stand-up process

25% faster benefit sign up time

100% successful phone system roll out to 35 offices

The challenge

Mariner Wealth’s IT Team was tasked with overhauling the company’s telephone system. With 685 employees spread across 35 locations, using multiple devices and service providers, the company needed to streamline and unify their systems.

They wanted an easy-to-use digital solution to help them manage the project; to collect the data needed, improve information sharing and help support continued communication throughout the project; not only between the team and employees, but within the team itself.

The solutions

Using The Bot Platform, Mariner Wealth were able to create a series of automated tools and assistants that integrated with Workplace, managed the project and now continue to help support improved communication within the team.

Click below to explore some of the solutions Mariner Wealth have built using The Bot Platform

Business impact

By using bots on Workplace, Mariner Wealth have created automated, digital solutions that help with internal communication, knowledge and information transfer, team management, staff collaboration, new technology rollouts and HR comms – all while saving their staff time and helping them be more productive at work.

  • 100% successful phone system roll out to 35 offices: What would have been a complex and time consuming project, was automated and simplified to great success.
  • 93% More Effective Stand UP Process: Using bots on Workplace, what used to take each team member 30 minutes of time every day, now takes just 2 minutes each day- making the standup process 93% more effective, all whilst sharing the same information between the team.
  • 25% faster benefit sign up time: Smoother, more efficient open enrolment sign up, saving hours of manual administration time for the HR teams.

Here's what Justin had to say

Justin Stolberg

Before bots we would have been blasting staff with emails, hoping they read information posted to our intranet, and spending huge amounts of time replying to and helping different employees along the roll out. Using a bot, we were able to simplify everything, automate the comms process and put all the relevant information in one place for our staff.

Justin Stolberg
Senior Manager, IT help desk

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