Case Study: Finnies Chartered Certified Accountants improve client and employee engagement with VirtlX 360° Success Management

Finnies Chartered Certified Accountants – Approachable accountants who care

Finnies Chartered Certified Accountants, based in Beverley, needed a simple cloud-based way to measure customer and employee sentiment, track whether they were living up to their value of being approachable accountants who care, and understand individual employee performance. They turned to VirtlX 360° Success Management for a platform that would be easy for clients and staff to use while still delivering rich, meaningful reporting.

VirtlX implemented its Perceive and Reflect tools, including customer experience monitoring, employee satisfaction measurement, and 360° reviews, supported by bulk email sending and dynamic reporting. As a result, Finnies could monitor trends by department and month, spot issues early, and quickly act to improve service, employee happiness, training, and wellbeing.

Finnies Chartered Certified Accountants

Neil Tomlin

Chief Executive Officer