"Dialfire enabled us to achieve more with less"
In our conversation with Patricia Hoffmann, Head of Customer Acquisition at Teylor AG, the transformative impact of digitizing traditional workflows in the financial sector becomes very evident.
Teylor AG, a fintech company specializing in small and medium-sized enterprises (SMEs), relies on Dialfire to optimize their processes, improve customer communication, and respond efficiently to the needs of their target audience.
Patricia describes the collaboration with enthusiasm:
"Dialfire empowers us to react quickly, flexibly, and autonomously to market developments – an essential capability in a dynamic environment like the financial sector."
"Our goal is to support the SME sector in securing liquidity. Thanks to our digital processes, we offer quick and uncomplicated solutions, from application to disbursement."
Challenges Before
Implementing Dialfire
Before adopting Dialfire, Teylor AG faced several challenges
that significantly hindered growth and efficiency:
Data Quality and Manual Processes
Managing data was time-intensive and error-prone. For example, appointment requests were manually confirmed via email.
Market Positioning
Operating in a market dominated by traditional banks, Teylor AG needs to build trust with its clients. Consistent and quick response times are key and only possible through sound digital processes.
Lack of Flexibility
Without a centralized system, responding quickly to market changes or customer inquiries was challenging.
"For a small team, this was manageable initially, but as we grew, it quickly became impractical and inefficient."
The Solution:
Implementation of Dialfire
By implementing Dialfire, Teylor AG addressed these challenges and achieved sustainable workflow optimization
1. Efficient Campaign Management
Dialfire’s cloud-native platform provides maximum flexibility and efficiency – from campaign management to data processing.
- Quick Responsiveness: New campaigns can be launched swiftly to address specific market conditions.
- Flexibility: From setting up new users to configuring multi-step campaigns, Dialfire allows for highly customized setups.
Patricia emphasizes:
"With Dialfire, we can respond quickly and easily to market changes. The ability to autonomously adjust campaigns is a huge advantage for us."
2. Process Optimization
Dialfire enabled Teylor AG to transition from manual workflows to automated, highly efficient processes.
- Automated Workflows: Appointment requests, informational materials, and blacklists are now processed automatically and synchronized in real time.
- Interface Integration: Data is now seamlessly synced with the CRM system.
Patricia describes the improvements:
"Previously, much of our work was manual – now everything is automated. This not only saves us time but also makes our work error-free."
3. Compliance with Data Protection Regulations
As a German product, Dialfire prioritizes data protection.
- Blacklist Functionality: Customer preferences, such as opting out of being able to be contacted, are automatically integrated into campaigns and synced with the CRM in real time.
- Opt-In Management: Newsletter subscriptions and other data protection-relevant processes are efficiently and securely handled.
Patricia highlights:
"With Dialfire, we ensure 100% compliance with data protection regulations. This is extremely important for both us and our customers."
4. User-Friendliness
Dialfire impresses with its intuitive interface, making it easy to use for both team leaders and employees.
- Customizable Interface: Fields and dropdown menus can be individually configured.
- Statistics and Reporting: Team leaders can analyze team performance and quickly identify areas for improvement.
Patricia praises:
"The frontend is self-explanatory. Our employees particularly appreciate being able to see their results in real time and review their activity history."
Results of the Collaboration
The introduction of Dialfire has delivered tangible benefits:
Time Savings and Efficiency
- Automated processes reduce manual tasks.
- Campaigns can be adjusted and launched quickly.
Improved Data Quality
- Real-time synchronization ensures up-to-date and consistent data.
Compliance and Data Protection
- Blacklist functions and opt-in management ensure adherence to data protection regulations.
Scalability
- Dialfire supports Teylor AG's growth with flexible adaptation options.
"Dialfire has helped us work more efficiently and flexibly. I am particularly impressed by the ability to implement creative ideas together with the support team."
Why Dialfire?
The decision to choose Dialfire was based on several key factors:
Ease of Use
Its intuitive design makes it easy for all employees to work with the system.
Flexibility
Dialfire enables customized campaigns and quick adaptation to market demands.
Support
Competent assistance during implementation and continuous development.
"Dialfire’s support is exceptional. From day one, we’ve received the help we needed to use the system effectively."
Conclusion:
A Successful Path to Digitization
The partnership between Teylor AG and Dialfire illustrates how digitization and process optimization can be successfully implemented in a traditional sector like finance. With Dialfire, Teylor AG has not only streamlined its workflows but also increased its flexibility and aligned more closely with the needs of its target audience.
Future Outlook
Teylor AG plans to expand its collaboration with Dialfire further, particularly by integrating new communication channels and automating processes for existing customers.
Patricia looks optimistically toward the future:
"We are far from finished. The possibilities with Dialfire are immense, and we look forward to implementing more innovative ideas."
About Teylor AG
Company type
Fintech headquartered in Zurich, with offices in Germany.
Target group
Small and medium-sized enterprises (SMEs) in Germany.
Offer
Financing and liquidity solutions.
Mission
To help SMEs process financing more efficiently and quickly through digitized workflows.