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executive leadership team adoption
Experior Financial Group is a growing financial services company. It was founded in Canada with its HQ residing in Ontario, and has since expanded into the US with a head office in Cheektowaga, New York. The group has more than 15,000 trained and licensed associates across North America who help Experior customers with insurance and investment needs.
Prior to collaborating with Workvivo and LineZero, Workvivo’s implementation and adoption partner, Experior Financial Group identified the potential to streamline their communication approach from multiple systems such as WhatsApp, Telegram, email, and various group chats into a cohesive solution.
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With their ambitious growth trajectory, they recognized an opportunity to enhance their organization-wide communication capabilities and collaborated with LineZero to implement Workvivo as their unified communication solution.
The primary goals were to empower executive directors, establish secure communications, and create a scalable foundation for future expansion, all while maintaining departmental autonomy.
Joanna St Jacques, Experior’s Director of Marketing, notes that Experior saw the value in optimizing their internal communications strategy and elevating security standards by moving sensitive information from consumer applications to a dedicated, secure platform.
“As a growing company, we proactively identified an opportunity to enhance our communication infrastructure to better support our ambitious expansion plans,” she says. “We wanted to empower our executive directors as true owners of communication spaces but lacked a structured methodology to make this transition successful.”
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“Managing user access and permissions within Workvivo has been remarkably straightforward. The platform’s administration interface is intuitive and allows our team to efficiently handle user provisioning and permission adjustments without requiring specialized technical expertise.”
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“The platform’s intuitive spaces structure has empowered our executive directors to effectively manage their own communication channels, a capability that was a key objective for our digital workplace transformation.”
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“The social engagement features within Workvivo have been particularly impactful in creating a more connected workforce across different departments and locations.
The ability for employees to recognize colleagues, share updates, and interact with organizational news has noticeably strengthened our company culture and sense of community.”
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“Workvivo accommodates our expanding workforce seamlessly.”
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“Workvivo prioritizes security through continuous investment in our comprehensive Information Security Management System (ISMS) and compliance with multiple globally recognized Gold Standards in Security certifications: ISO 27001 and SOC 2.”
