Radiance Financial Services
Radiance financial services is a leading financial services providing company headquartered in Mumbai. Very few companies are able to understand and customize client’s requirements in this industry. Radiance is one of them. The services includes Corporate Funding, Retail Assets Products, International Funding, Trade Finance and Private Equity. The company structures client’s requirement of funds in emerging as well as developed economies. The team belives in delivering cost effective as well as innovative solutions.
Problem Area
As company caters into multiple services, their existence is diversified into multiple industries. Coordination among all the employees, Customer Relationship Management and keeping track of daily office activities was a challenge. In finance industry, every conversation with the client is important. Every lead has the potential to convert into good business. The dedicated team of Radiance was all set to execute the plans but they used to end up searching for missed conversations with prospect leads. They wanted a solution to this major problem so that they could focus on more productivity.
Vinay Dubey along with Rajesh Pandey, Disha Pillai and Saurabh Jha had a vision to achieve transparent work environment and to keep track of every conversation with clients.
They did not want to miss any lead. They wanted to replace scattered updates of different people by one single process.
Solutions & Benefits
EdifyBiz Cloud Based Solution was perfect to fit in their process. Contact and follow up module for their daily conversations with the clients was the foremost. Employees very soon stopped using notebooks and excel sheets. Management, now easily know about their daily calls, meetings, tasks and schedules in single report. EdifyBiz is implemented as a process in their company. Follow Up Module further added the benefit in coordination, as, dashboard has replaced all verbal discussions for updates. Use of centralization of data has made the reporting process faster and simple for the company.
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