Case Study – Wealth Management

Case Study – Wealth Management

Card image cap

Client Profile

Organization operating in the Wealth Management Space based out in Ontario, Canada

Key Highlights

  • Industry - Wealth Management
  • Project Duration – Two Months

Scope of work

  • Adoption of Zoho CRM
  • Integration of Zoho CRM
  • Campaigns
  • Survey
  • Books and Creator
  • Development of Deed Of Purchase
  • Supply chain

Service Offering

  • Digital Transformation - Adoption of Zoho suite in order to enhance customer lifecycle management

Challenges / Requirements

  • Enhance the user experience at the time of customer onboarding
  • Development of Financial Need Analysis for each Client and to offer services or investments plans accordingly
  • Automate the entire Client Lifecycle from Onboarding, setting up meetings on Zoho Meet, Financial Needs Analysis, Proposal of Offering, Client Acceptance, Execution and finally feedback using Zoho Survey

Our Solutions & offerings

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


  • Create a seamless customer experience through the engagement lifecycle
  • Auto population of data across Zoho Modules thereby reducing manual intervention
  • Updation of CRM module with relevant customer information provided in the forms
  • Creation of Financial Need Analysis, digitization of Proposal, recommendation and acceptance steps. Tracking and raising of alarms
  • Developed Zoho Campaigns to attract new customers and Zoho Survey for existing customers