Introduction
Moneyedge has enriched the financial lives of individuals and institutions alike since 2010. With Nifty experts at its backbone, the wealth management firm works closely with its clientele to understand their bottlenecks and provide best-in-business financial advice. India’s leading financial services brands, including insurance companies, Fintech firms, credit houses, and asset management firms are successfully managing uncertainties in these unprecedented times with Moneyedge’s aid.
Moneyedge Finance aims to be India's most customer-concentric wealth management company. And to be so, they are investing in technology to set in motion its business processes. Opting for edge CRM was a pressing priority to streamline their sales and marketing process.
Challenges faced
Moneyedge began its digital evolution journey by first automating its back-end processes. And when it came to sales transformation, lead management, and team synchronization, edge CRM was their natural choice.
“We were ready to invest in a tech that could replace the manual sales processes and aid our relationship managers to concentrate more on the client relationships” - Hariprasad Venugopal, Director.
With the business making headway with a boost, keeping track of all the teams and increasing productivity, tracing business positions, and securing data was inevitable. Customer engagement needed to be analyzed and prompt decisions needed to be taken at the right time. Also, seamless integration of all the customer data across the organization had to be maintained for accessibility ease.
How edge CRM helped
Valuing customer relations and easing financial decisions for their clients is the essence of this rapidly growing firm. And to ensure their relationship managers focused solely on enriching the customer's experience, their manual day-to-day tasks needed to be automated. edge CRM undoubtedly assured that.
edge CRM is equipped with an easy-to-use and uncomplicated advanced task management process where tasks can be easily devised and updated as the assignments move through the sales pipeline. The technology simplifies processes like lead management and order processing so customer-facing teams can spend less time at their desk and more time meeting customers. Equipped with the edge CRM’s Mobile App, relationship managers can work effectively from anywhere and update customer information comfortably.
The company is getting close to achieving this goal, having replaced manual sales processes with edge CRM. edge CRM’s adaptable and automated processes have reduced time to market for new products and supported Moneyedge Finance’s rapid growth. These include a simplified onboarding process which has halved the time between KYC applications and fund investment. edge CRM is at the core of this and has supercharged productivity for Moneyedge Finance’s team.
