An organization operating in the Financial services domain in the US, providing wealth management.
Conducted a process walkthrough to gain an understanding of Client's current operations.
Developed an application integrating various modules in Zoho One suite that would serve as an integrated operating framework for similar businesses.
Customized the various modules within Zoho One and configured automation and enhancement s to increase efficiency for the users.
Integrated third party applications such as Red Tail CRM to ensure effective campaign rollout and response management.
Developed forms using Zoho Forms to obtain customer information such as risk tolerance. Integrated Forms with CRM to record customer responses.
Created a series of reports using CRM and Analytics that would provide visibility to customer information to the users.