Providing Better Service Delivery: 3 Key Technology Solutions at Kinore

Technology isn’t just about innovation; it’s about making a tangible difference to the bottom line. At Kinore, we focus on integrating solutions that drive efficiency, reduce overhead, and enhance client satisfaction. By investing in automated data processing, enhanced reporting, and client sentiment analysis, we’re helping to set a new standard for efficiency in the financial services industry.

Although the list below is not comprehensive, these 3 key solutions allow our delivery teams to focus on what’s most important: providing value to our clients.

Financial firms handle vast amounts of data every day, from transaction records to client documentation. Manual data processing is time-consuming, prone to error, and resource-intensive. By automating these tasks, financial services firms can significantly reduce overhead, improve accuracy, and free up delivery teams (and our clients) to focus on more strategic work.

Kinore’s Solution

Our My Kinore Platform integrates powerful data automation features, enabling us to extract, validate, and classify data with minimal human intervention. For instance, our new onboarding experience connects our business contacts to advanced Anti-Money Laundering (AML) tools provided by AML HQ. Coupled with a robust taxonomy for classifying clients via onboarding forms, we’re able to apply the appropriate level of screening for each business contact.

This key integration in conjunction with automation of other onboarding activities within our client journey, have allowed us to significantly improve client take-on processing times, allowing our team to focus on client engagement rather than administrative tasks.

Access to accurate, timely reporting is essential for decision-making in any financial services firm. However, creating these reports can be costly and complex, especially when pulling data from multiple Software-as-a-Service sources. Technology can help reduce the manual labour and costs associated with reporting by providing a unified system that gathers, analyses, and presents data seamlessly.

Kinore’s Solution

Recognising the need for efficient, insightful reporting, we recently kicked off a project to design and develop a new enterprise reporting platform. This solution consolidates data across various systems, generating customisable reports that provide real-time insights into key performance indicators and operational metrics.

By using this platform, Kinore will cut down report generation time and reduced overhead costs associated with data analytics. The platform will enable our team to create tailored reports quickly, enhancing our ability to make informed, timely business decisions and provide clients with accurate insights. Down the line, we have plans to extend our reporting capabilities into a new module that will appear in the My Kinore Platform.

Client relationship management is the cornerstone of financial services, but managing these relationships can be difficult to scale without automation. High-quality CRM systems allow financial firms to manage client interactions efficiently, maintaining high satisfaction levels without significantly increasing overhead, but CRM solutions can often be cost-prohibitive.

Kinore’s Solution

We’re investing in AI sentiment analysis as part of our 3rd release of the My Kinore Platform. This sentiment analysis will be part of an overall client health score, and will provide our delivery teams with a 360-degree view of each client’s portfolio. This will allow our teams to proactively address client needs, thus enhancing satisfaction and retention rates.