A finance company specializing in wealth management and financial planning services in India aimed to optimize its client relationship management (CRM) and workflow processes. The firm required an advanced system for financial services automation to manage customer information, automate communication, streamline onboarding, integrate third-party tools, and enhance internal operations such as compliance tracking using workflow management solutions.
The client is a leading finance company based in India, specializing in wealth management and financial planning services. With a diverse clientele and a growing demand for personalized financial solutions, the company aimed to optimize its internal operations and client relationship processes.
Despite using Zoho CRM, they faced significant operational challenges due to manual workflows, disorganized lead management, limited communication integrations, and compliance concerns. Their goal was to implement a scalable and intelligent system to streamline client onboarding, improve communication channels such as email and WhatsApp, ensure data integrity, and gain actionable insights—all to deliver a superior client experience and drive business growth.
Despite using Zoho CRM, many tasks were still handled manually, leading to inefficiencies and errors.
There was no structured way to track leads from inquiry to client conversion, resulting in inconsistent follow-ups.
Only the director’s email was linked to Zoho CRM, and WhatsApp conversations were scattered and unlogged, making team collaboration difficult.
Without workflow optimization, critical client interactions were delayed or forgotten.
Duplicate client records cluttered the CRM, making accurate data retrieval challenging.
Manually compiling reports slowed decision-making and hindered business analysis.
Client interactions via WhatsApp were not systematically recorded, posing compliance risks.
Unlike wealth clients, planning clients required multi-step engagement, but there was no structured workflow for monitoring progress.
Infomaze delivered a tailored Zoho CRM implementation with integrated workflow automation, ensuring seamless operations across various business functions and meeting the specific demands of a CRM for finance company. The key solutions included:
The improvements showed clear benefits shortly after release:
Automation reduced manual work and client servicing delays.
Workflow triggers ensured consistent, timely engagement.
Automated detection improved data accuracy and CRM usability.
Structured flows accelerated client enrollment.
Full integration ensured compliance and team collaboration.
Infomaze empowered the finance company to elevate its operations with a tailored Zoho CRM implementation and intelligent workflow automation. From seamless client onboarding to WhatsApp integration and compliance tracking, every solution was crafted to meet the dynamic needs of a modern finance company.
The results? Faster processes, cleaner data, and stronger client engagement—setting the stage for sustainable growth.
If you’re ready to automate, scale, and take control of your financial services operations, Infomaze is your trusted technology partner. We build innovative, customized CRM and workflow solutions that deliver real impact, right from day one.
Let us know! Our product experts can configure the best solution for your business.
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