Case Study: Goodwin Barrett (UK mis-sold investment & pension specialists) achieves 25% sales uplift and reduced costs with ConnexAI Platform

Goodwin Barrett - Customer Case Study

Goodwin Barrett, the UK’s leading mis-sold investment and pension specialists, needed a scalable, secure outbound dialling solution to shift away from traditional media and handle high volumes of sensitive customer calls. They chose the ConnexAI platform for its cloud-based, easy-to-use contact orchestration, rapid deployment and strong security posture to protect client financial data while improving adviser-to-client engagement.

ConnexAI implemented its Customer Engagement platform, including the Gamify feature, delivering rapid time-to-value, improved adviser engagement and lower infrastructure costs by removing on‑premise systems. The deployment helped Goodwin Barrett increase sales (aligned with ConnexAI’s typical ~25% uplift in the first four weeks), boost team performance (ConnexAI reports ~33% gains with Gamify), meet ISO-grade security requirements, and establish a five-year partnership with ConnexAI.

Goodwin Barrett

Mark Carroll

Operations Director