Case Study

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Financial Services

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    Use Case

    CIM & Customer Service

    region-icon

    Region

    India
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    Industry

    Brokerage

    About Financial Services

    The client is one of the biggest brokerage firms in India with offices in multiple locations across the country. It is a well diversified financial services group that deals with securities, commodities, investment banking and venture capital. The company has about 4,00,000 clients in over 425 cities across 1300 business locations.

    Challenges

    • Difficulty in call routing
    • Lack of Multi-Site Environment
    • Priority Queue Management
    • Advanced Lead Management

    Solutions

    • Greater consumer satisfaction & Retention
    • Increased Efficiency, hence more Profitability per Advisor
    • Perfect Match to Current and Future needs
    • All-in-one Solution with Managed view of Customer Interactions

    Ameyo's Solution

    Drishti provided the complete interaction management suite from the DACX™ Ameyo line to address clients concerns. The suite included capabilities such as Automatic Call Distribution, configurable IVR system, Blended (Outbound dialer with inbound) functionality, Voice Logger, Reporting & Analytics, and database. The client was also provided with a CRM which was customized according to their requirements.