About the project
Sky offers exemptions to standard contractual terms for customers in specific situations, much like waiving fees or adjusting service conditions due to technical issues or personal circumstances.
Previously, advisors had to use an outdated system. It was slow, inaccessible, and difficult to navigate, leading to inefficiencies and errors.
This project focused on migrating exemptions into Sirius, Sky’s main advisor platform—creating a more intuitive, accessible, and streamlined experience that aligns with modern standards.
The challenge
Advisors struggled to manage customer exemptions effectively due to:
• A legacy system with poor usability and accessibility.
• Complex workflows that increased handling time.
• Inconsistent interfaces that caused confusion and errors.
The result was longer call times, reduced confidence, and potential compliance issues, especially for cases involving vulnerable customers.