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[ Case Study ] Simplicity Drives Execution

With thousands of resellers of financial products, Volkswagen has a tough job tracking compliance and certification in their different markets. Using Zelo they could focus on monitoring and drastically reduce the manual labour spent on driving compliance. With an easy to use interface each Regional Manager has their own dashboard using the built-in department feature.

October 20, 2020

Each December, Regional Manager Ine Nilsen in Volkswagen Financial Services (Moller Mobility Group) used to manually email resellers in order to stay compliant on Anti-Money Laundering. A lot of this work was time consuming and involved persuasion and reminding, effectively disrupting ongoing processes. For the reseller the requirement is to complete a course in AML once per year, and all resellers need to keep their certification valid in order for the Financial Agent to secure freedom to operate in the market.

The first thing we noticed using Zelo was the great spirit from The Onboarding Team. They helped us get going in a matter of days.

Using Zelo, Volkswagen Financial Services can keep track of each resellers compliance status and automatically remind individuals that are closing in on their deadline. It is also easy to delegate compliance work using the department feature, so that each Regional Manager can have access to designated resellers. This way compliance becomes a natural part of the normal workflow, and can be done throughout the year in small increments. It is also easy to keep up with changes in the organisation and transfers within the different locations.

Zelo is simple to use and enables you to use your whole organisation to drive compliance in a much more efficient way.

This year Ine Nilsen and her team reached 90% compliance in just 7 days using the tool, and the remainder is easy to process manually by designating the task to each Regional Manager. They also have complete oversight and access to dashboards which monitors the compliance real-time. Nilsen says that having a centralised system of reference makes the integration with Zelo much easier and that the job of staying compliant now has become a much lighter effort throughout the year.

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Henrik Jesman Sunde

Chief Executive Officer

Henrik is the Founder and CEO of Zelo, a B2B SaaS that helps managers reach and engage their employees without the burden of silo communication systems. Henrik has built successful companies within communications for the last decade and has a wide international network of advisors and clients.

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