Case Study

33% increase in account activations per agent per day for a financial service group

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About the client

Our client is India’s leading integrated financial service group with its global presence in London, New York, Geneva, Hong Kong, Dubai, Singapore and Mauri. It is present in 2250 business locations in India and has 4 million satisfied customers till date. It works on a customer-centric approach model. It serves financial services and products to corporate, institutional advisors, foreign portfolio investors, mutual funds, insurance companies, alternative investment funds, trusts, high net worth individuals and retail clients.

Need Gap

23.4 QoQ leads generated

Omni channel lead generation

Account Activation

Optimize account usage & activation for dormant users


Process optimization


Filing & Documentation

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