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A leading mutual fund advisory firm transformed its client onboarding, servicing, and engagement by implementing Zoho CX Suite. By automating KYC workflows, SIP reminders, and client support, the firm reduced onboarding time by 40% and improved service response times drastically.

40

%

Reduction in client onboarding time

60

%

Automation of SIP communications

6

 Hrs

Response time from 24 Hrs          

TMV’s primary challenge was using a custom solution that was media-specific but lacked integration with finance. This meant that TMV had to rely on manual processes for financial tracking, which led to cash flow issues. Additionally, TMV needed real-time visibility
Afriexpo FZE was struggling with their legacy ERP system, ERPNext, which was not providing desired results in terms of reporting and workflows. The system was not customizable, which led to manual processes, resulting in inefficiencies and increased workloads. The company
NAFS faced several business challenges with their 10-year-old legacy system. Firstly, the system was nonscalable, making it difficult to expand the business into new markets. Additionally, all management reporting was done manually, leading to inefficiencies and delays in decision-making. NAFS
Life Medical Equipment LLC was struggling with their legacy system, which was limited in features, provided inaccurate financial data, and relied on Excel sheets for inventory and stock management. Additionally, management reports took a minimum of four days to generate,
Goliath Investments faced a significant challenge in that they had to commence operations within two months, but they had no system in place to support their business operations. The lack of an integrated system made it challenging to track profitability,
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