Markus Hilker from RG Finance:
With a high level of expertise, RG Finance supports clients as an external CFO in the planning, implementation and scaling of projects. Markus Hilker is Head of Administration at RG Finance GmbH. They take care of the optimal holistic financial area from accounting to controlling Done For You, as well as strategic financial consulting for their clients. RG Finance has been certified by the Technical Inspection Association (TÜV Süd) and the German Institute for Digital Quality Assurance and has received a TOP Employer award.
Problem
The performance of the previous platform is not sufficient, as the loading times for editing courses and uploading lessons are very long. In addition, the data security of personal customer data is not 100% guaranteed, as the previous tool is not from Germany.
Hiring a new employee always requires everything to be explained from scratch, which is very time-consuming. However, Markus was a little skeptical about changing software, as it would involve a lot of effort.
Goal
Markus wants to achieve the following with the change of platform:
- Train employees with consistently high quality
- Smooth onboarding process
- clean training area
- Reference book for employees and customers
- Time saving
- Ensuring that employees have a high level of knowledge
Solution
RG Finance was able to switch platforms easily and effortlessly with the Memberspot migration service. They took over the migration of all their customers' data and the transfer of all prices. The German-speaking support team is always on hand to answer any questions quickly and reliably.
Employees now benefit from professional and structured training and can access resources whenever they need them. This ensures a consistently high level of knowledge. The clean onboarding process ensures that new employees are trained smoothly, as they can familiarize themselves independently. New customers are also informed about the product or service through customer onboarding. This means that common questions can be answered quickly and effectively, which saves RG Finance a lot of time. Thanks to usability, customers and employees use the training courses much more frequently and regularly than before. We can see this development in the tracking function of Memberspot.
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