Client Background

The Client is a leading financial consulting service provider with regional office in Bangalore. They provide consulting services globally via online & direct visits with an on-field team of 50+ executives, so requirement based knowing the key aspects on support and advices for their business development is crucial which can be achieved using best financial support services management solution.

Business Need

As a leading financial consulting provider, they are one of the highest revenue generating financial advisor among their global customers located in Dubai, Qatar, Bahrain, Kenya, Tanzania, etc. The client monitors their support and advice status manually using spreadsheet and tally software. As manual process resulted in deviation in the support and advices also it leads to huge financial losses. To overcome this losses, they are in need of productive finance support task management software for their on-field support team.

Solution Implementation

Trinetra understood the business need and provided Trinetra iWay – a powerful finance service tasks management mobility solution which provides calendar notification in executive mobile and schedule deviation reports, through which the executives are aware on task dues that eliminates schedule deviation of high priority tasks. Trinetra iWay with schedule dues real time notifications helped the client to provide instant support and advices based on the challenges faced by their clients globally, thus improving on-time support for high priority tasks with efficient schedule management tool. Further, reports are available to track schedule deviation, as well as remarks and updates of support and advices, for predictable financial drops. Lead time per customer, delay supports and wrong advices on investment are reduced. With the help of Trinetra iWay – Mobile field force Solution, huge financial losses are reduced, the client gains huge profitability and their revenue has been increased.

Benefits of the solutions

• Maximized revenue generation, turn over &
• Improved Customer satisfaction.
• Instant updates on financial advices provided.
• High priority finance support tasks closure within due.
• Increase in the revenue trend through quick financial supports.
• Improved visibility into location, operations and performance.