Streamlining Financial Management With Netsuite Implementation

Business Challenges:

Mint Gateway was facing several challenges due to their legacy systems, which made it difficult for them to obtain timely and accurate reports. The company had no clear reporting mechanism, and disintegrated information was making it challenging to manage their daily operations. Management had no visibility on day-to-day operations, which was hindering their decision-making process.

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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
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