Case Study


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

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 to 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.

About the Client


increase in m-on-m activations

349%+

increase in m-on-m activations

activations completed over the project

21k+

activations completed over the project

increase in account activations per agent/day

33%

increase in account activations per agent/day

decrease in documentation rejection rate

11%

decrease in documentation rejection rate

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