Case Study: National Fidelity Financial boosts customer retention with CoordinateHQ

How National Fidelity Financial Increased Customer Retention 1100% with Coordinate

National and high operational costs. Their clients, who are often in sensitive financial situations, required immediate support that their team of service representatives could not provide outside of business hours. To address this, they sought a more efficient and client-friendly solution from the vendor CoordinateHQ.

By implementing Coordinate's client portal, National Fidelity Financial provided clients with self-serve access to their account information and a dedicated support chat. This solution dramatically increased transparency and reassurance for clients. The measurable impact for the customer was a 1100% increase in client retention, a significant reduction in the burden on their service team, and substantial annual savings from reduced support headcount.

National Fidelity Financial

John Mallinger

Chief Operating Officer