Case Study


36% Increase in customer onboarding for a leading fintech player

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About the client


Our client is a leading discount broker in the financial services segment with annual revenue of $1 million and more than 5 million app downloads in India. The client’s platform allows for trading across equity, currency, insurance, and mutual funds. Their model is based on a customer-centric approach for a hassle-free investment experience at a pocket-size price.

Need Gap


Omnichannel Lead generation

Acquire newer customer base

Onboarding of new customers

Documentation

Document collection
& KYC assistance

activations completed over the project

Process optimization

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Are you ready to scale your business?

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