Tools & Resources Crezcamos’ Welcome Kit

Crezcamos’ Welcome Kit

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The objective in the development of this kit was part of a series of strategic activities that Crezcamos carried out to strengthen its practices in client protection. The kit was developed with the guidance of the Smart Campaign tool ‘Essential Documents for New Clients.’

 DSC8752 1Initially, Crezcamos communicated with clients about acquired products and the associated costs through the submission of the plan and the credit payments. The marketing department, through various client reactions and comments, realized that the payments plan lacked the completeness and clarity about conditions, requirements, rights and duties, client service channels, among other aspects that were crucial for the clients. In August 2012, Crezcamos decided to develop a welcome kit that would be delivered to all clients during disbursement.

The marketing department took  the first step in submitting a proposal for what would become a kit. This was focused on the preliminary information that should be given to the client at the time of credit disbursement.

The proposal was validated in different committees in which all of department heads participated. This work lasted just under a year and the estimated investment was U.S. $20,000. The kits were distributed beginning in September 2013 and to date, over 32,000 kits have been distributed by all Crezcamos’ commercial offices.

The objective in the development of this kit was part of a series of strategic activities that Crezcamos carried out to strengthen its practices in client protection. The kit was developed with the guidance of the Smart Campaign tool ‘Essential Documents for New Clients.’ For details on development of the kit, which contains the tool itself and how it has facilitated the work of reviewers, please explore the following documents.


 

 

Download the Welcome Kit (Spanish) »