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Case Study

Ontario Wealth Management Firm Transforms Client Engagement with Zoho Suite Integration

Client Profile

Organization operating in the Wealth Management Space based out in Ontario, Canada

Key Highlights

  • Industry - Wealth Management
  • Project Duration – Two Months

Scope of work

  • Adoption of Zoho CRM
  • Integration of Zoho CRM
  • Campaigns
  • Survey
  • Books and Creator
  • Development of Deed Of Purchase
  • Supply chain

Service Offering

  • Digital Transformation - Adoption of Zoho suite in order to enhance customer lifecycle management

Challenges / Requirements

  • Enhance the user experience at the time of customer onboarding
  • Development of Financial Need Analysis for each Client and to offer services or investments plans accordingly
  • Automate the entire Client Lifecycle from Onboarding, setting up meetings on Zoho Meet, Financial Needs Analysis, Proposal of Offering, Client Acceptance, Execution and finally feedback using Zoho Survey

Our Solutions & offerings

  • Conducted a process walkthrough to gain an understanding of the customer lifecycle and t he various points of information captur
  • Developed the Financial Need Analysis (Creator)
    1.Form as in Zoho Creator
    2.Forwarding t he FNA to the client
    3.Receipt of email by client
    4.Responses and submission by client
    5.Viewing client's responses to top sheet
  • Digitizing of Proposals & Recommendation, emailing of recommendations to client s, client acceptance and approval
  • Development of Zoho Survey to automatically send out surveys to customers and raising alerts in case of negative feedback
  • Provided automated notifications to customer and sales representative at every stage of the engagement lifecycle

Impact

  • Create a seamless customer experience through the engagement lifecycle
  • Auto population of data across Zoho Modules thereby reducing manual intervention
  • Updation of CRM module with relevant customer information provided in the forms
  • Creation of Financial Need Analysis, digitization of Proposal, recommendation and acceptance steps. Tracking and raising of alarms
  • Financial Need Analysis, digitization of Proposal, recommendation and acceptance steps. Tracking and raising of alarms Developed Zoho Campaigns to attract new customers and Zoho Survey for existing customers

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