The challenge
Why they started working with WeGroup.
BORIS was the de Goudse brand for risk advice across their EMA network (Erkend RisicoManagers Adviseurs). It carried years of de Goudse branch knowledge, advice frameworks and report templates that the affiliated offices relied on for their business clients.
The engine showed its age. Each EMA office ran a different CRM. The risk-analysis flow sat apart from the daily client work. Building an advice report took longer than it should. The strategic question was simple. How do you renew the platform without renaming it, replacing it, or forcing 250 affiliated offices to swap their CRM at the same time?
“BORIS is a brand our EMA offices trust. We could not afford to break that. We needed a renewed engine that still felt like BORIS on the surface.”
What we built
WeGroup ships the risk and advice engine underneath BORIS. de Goudse owns the branch expertise, the question paths and the report templates. Every EMA office plugs in through their own CRM and runs the renewed BORIS. The journey is hybrid (the client completes the inventory online, the advisor steps in for the advice) and the whole is a future-proof foundation de Goudse keeps building on as an organisation.
WeGroup engine, de Goudse knowledge
The renewed BORIS holds de Goudse's sector-specific question sets and advice. WeGroup supplies the underlying intelligence, the integrations and the data flow.
Connected to every major CRM
250 EMA offices, each on a different CRM. The renewed BORIS connects to all of them. No office had to swap their system to use the tool de Goudse ships.
Half the time per advice report
The risk analysis and advice report come together roughly 50% faster, and the same inventory data feeds straight into the right offer per client. Time the advisor used to spend assembling the file goes back into the client conversation.
One tool, 250 offices, one update
de Goudse ships a change once and it lands in every EMA office immediately. Branch knowledge, advice frameworks and reports stay uniform across the network.
The numbers
What it produced, in numbers.
Faster advice reports
Risk scan plus written advice report dropped roughly in half. The hour spent assembling the file becomes a thirty-minute review, with structure intact.
EMA offices live
Every EMA office runs the renewed BORIS, regardless of which CRM their own back office is on. The de Goudse network operates from one risk-advice surface.
Connected
ANVA, DIAS, eBlinqx and the other CRMs each EMA partner runs. WeGroup plugs into them and surfaces a single renewed BORIS to the advisor.
Forced CRM migrations
No office swapped their back office to use the new BORIS. de Goudse rolled out a renewed platform to 250 partners without rebuilding any of their stacks.
In their words
In this partnership, WeGroup's technical expertise and our knowledge of risk and advice came together perfectly. The renewed BORIS is more than a facelift: client and advisor work in the same flow, and the inventory delivers exactly the information our affiliated EMA offices need to give high-quality advice to their business relations. With WeGroup we have unlocked a future-proof platform on which we can keep building as an organisation.
Larissa van Manen
Formulemanager EMA & INC · de Goudse
