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  • 1500+

    users

  • AUM

    Asset management

  • Industry

    villages

  • Function

    Executive, IT, marketing, operations, sales, service & support

  • customer challenges

    • Home grown business intelligence.

    • Numerous issues with the registrar data.

    • Data curing for non-contactable customers.

    • Need for control on customer and partner acquisition, retention and relation due to absence of finance CRM.

    • Need for control on customer and partner acquisition, retention and relation due to absence of finance CRM.

  • solutions provided

    • Deploy CRMnext to 1000 users to create a Unified Data Model.

    • Brought stakeholders from sales to service on a single platform, to eliminate information silos through our finance CRM.

    • Implementation of Business Intelligence for better insight by integrating and analyzing more than 400 million rows - up to 1 terabyte - of data that end users can mine.

  • benefits realized

    • Customers up in managed portfolio by 40%.

    • Enhanced the capabilities of customer servicing by increasing First time right and TAT adherence by 400%.

    • Reduced the cost of servicing by a huge margin.

    • Improved lead conversion.

    • Increased the capability of customer retention.

    • Reduced time and IT resource requirements for regulatory reporting.

customer success stories

  • hdfc logo
  • bajaj logo
  • axis logo
  • icici logo
  • nbo logo
  • bdo logo