Reduction in overall turnaround time
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%
Increase in online customer enquiries
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The Company
Leading Fintech company in Bangalore that operates in the Pre-IPO market giving retail buyers access to unlisted shares.
The Challenge
Traditional approach to operations methodologies – capturing data through excel sheets. Since its inception, the business scaled up by 3X which made it increasingly difficult for all departments starting from optimizing customer journeys to streamlining people & finance processes as the headcount grew.
Solution & Adoption
Zoho One was proposed with the ultimate objective of automating the tasks undertaken by multiple departments, simultaneously.
The Business units that were operating in silos initially were now empowered by Zoho’s wide range of integration capabilities resulting in enhanced agent productivity within the first Quarter of successful implementation. This was made possible with the help of TechAltered’s implementation experts and streamlined approach of Zoho Developers. Operating at almost 15X compared to when they started; TechAltered’s comprehensive AMC model, tailored for Zoho One users allowed for this feat to become a reality.
