Founded in 1987, Motilal Oswal Financial Services (MOFSL) has evolved into a diverse financial powerhouse with 2500+ locations in 550 cities, offering various services, including broking, wealth management, investment banking, and more. Awarded 'Brand of The Year' in 2018 and recognized as a 'Great Place to Work.'
Committed to a customer-first approach and cutting-edge technology, MOSL urgently needed solutions for escalating call handling and information management issues driven by the competitive threat of customer defection.
In MOSL's dynamic setting, addressing all customer calls became impractical, with advisors managing up to 15 accounts simultaneously. The urgent need for prioritization drove MOSL to seek a solution for efficient connections with HNIs based on market scenarios, emphasizing the necessity for a comprehensive solution to enhance customer trading experience in market uncertainties.
Ameyo implemented a Centralized Information Management tool for MOSL, ensuring real-time updates on customer-advisor transactions in an integrated CRM. This streamlined the process for new advisors to handle existing customer accounts without requiring repeated information sharing.
Multiple phone lines and queues were configured for each advisor, enabling simultaneous handling of numerous interactions. High Net-Worth Individuals (HNIs) received priority, and a new desktop view empowered advisors to respond based on their intelligence and market patterns.
The Ameyo solution has been able to scale across multiple lines of our business, which has improved our overall operational efficiency by 15%.
+91-808 8919 888
+91-808 8919 888
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