An organization operating in the Wealth Management Space-based out in Ontario, Canada.
Conducted a process walkthrough to gain an understanding of the customer lifecycle and t he various points of information capture.
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.