Renewed Focus on Customer Centricity and Customers' Experience in 2021

By Steve Perkins
Read Time: 2 minutes
Achieve true customer centricity with TAINA Platform

You often hear it - customer centricity, the customer at the heart of everything, to walk in the customer's shoes but what does that really mean? Customer centricity is easy to say but what does it look like for financial institutions of all types? Here at TAINA we have a team of dedicated Financial Services, Technology and Tax experts who have all experienced what it's like to work for the biggest names in the financial services industry. At TAINA we prioritize providing our clients with a superior customer experience and help our clients transform the customer experience for their customers and investors when it comes to the regulatory compliance part of their onboarding customer journey. The key to achieving this is customer centric approach, understanding the customers’ situations, expectations and perceptions.

Providing a Superior Customer Experience for Platform Projects

For our institutional clients we understand that it's about being there, listening and reacting in a predictable, reliable manner - every time. When we start our journey with a financial institution client,  you are assigned a dedicated team to make your implementation of the TAINA FATCA and CRS Validation Platform a success. As part of this customer experience we will talk regularly, agree the scope and the plan and make it happen - and we will be with you for the whole project.

We then move into production and ensure your FATCA and CRS Validation platform not only performs as expected but grows and evolves as you and the regulatory compliance environment changes. We keep in contact through regular operational reviews where we get into the details of service, support and what is happening here and now. We also run regular reviews that are more strategic in nature. What is TAINA doing, what are you doing, how can we help make you successful - what are the opportunities that we both see out there and how can we jointly drive towards that ever changing future.

As Maria Scott our CEO and Founder puts it " We are all about making our customers successful - this is a belief shared by the team, our Investors, our Advisory Board and most importantly our Customers themselves too"

Enhanced Customer Experience Through automated FATCA & CRS Compliance

At TAINA we understand that our institutional clients also want to take a customer-centric approach to their own customer experience journeys. We understand that manual FATCA and CRS compliance pieces of the onboarding process can often leave customers feeling frustrated and confused due to high rejection rates, lengthy back and forth and multiple delays before they can access the financial product. In some cases this can even result in loss of customers also known as customer churn.

TAINA helps institutions address these customer pain points with their online FATCA and CRS Customer solution. 

  • The TAINA Platform platform uses real-time FATCA and CRS validation checks before customers submit their tax forms and have reduce back and forth with customers and form rejection rates by 85%

  •  Using built-in IRS tips and hints for all W-Series and CRS tax forms,  you can help your customers and investors in completing forms without providing tax advice.

  • Your customers and investors can now complete FATCA and CRS tax forms 63% faster using TAINA’s No Tax Form Customer Journey which has simplified traditional tax forms into a sleek and simple questionnaire format. 

  • The TAINA Platform can be integrated into your current digital customer experience or implemented as a stand alone turnkey solution 

We would love to talk to you more about your  current approach to FATCA, CRS and QI compliance and about how using a customer centric approach and our automated FATCA, CRS and QI Platform can help improve your overall customer experience. For more information reach out to us or request a demo today.

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