BORIS was the de Goudse brand for risk advice across their EMA network. It carried years of de Goudse branch knowledge and report templates that 250 affiliated offices relied on for their business clients, each on a different CRM.
WeGroup ships the risk and advice engine underneath. de Goudse keeps the expertise, the question paths and the report templates. Every EMA office connects via its own CRM, and the renewed BORIS produces an advice report in roughly half the time.
“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.”

250+
EMA offices live
50%
faster risk advice
Multi-CRM
connected