Intelligent Automation Helps Finance Firm Efficiently Manage Client Data, Obtain Crucial Business Insights Easily
Intelligent Automation Helps Finance Firm Efficiently Manage Client Data, Obtain Crucial Business Insights Easily
CASE STUDY
About
Founded in 2007 as an independent resource managing team, FRAM Capital has expanded in the past 17 years to become a market leader in Brazil. The São Paulo-based asset management firm also delivers solutions in wealth management and fiduciary administration.
Problem Statement
Asset Management firms usually manage numerous investment portfolios and need to maintain an exhaustive contacts list to establish a robust relationship with their clientele. FRAM Capital was using Excel spreadsheets to store the relevant customer details. However, keeping the spreadsheets updated with numerous changes was laborious, ineffective, and prone to errors. The legacy system was hindering effective lead management and was detrimental to visualizing key business trends. Also, the lack of role-based access in Excel made it difficult for users to manage customer data efficiently, requiring them to manually apply tools like filters and v-lookup for retrieving and updating information.
Challenges
- Tedious, error-prone data management and analysis.
- Ineffective customer lead management.
- Tough to analyze data for vital business metrics.
Benefits
- Easy user access via Microsoft Teams.
- Centralized cloud-based data storage with built-in Microsoft security.
- Enhanced data abstraction and data privacy through role-based access control.
- Efficient extraction of filtered, essential and owned records through automated process.
- Time-saving, user-friendly interface.
- Seamless functioning as Microsoft’s High Availability feature ensures minimal application downtime.