The client is a renowned financial services group and a leading industry player in wealth and investment management, catering to some of the most affluent families in India. Started in 1980, it’s known for strong research-based investment management, asset/wealth management, private equity and wealth advisory. The client has 10+ offices in India and a presence in the UAE and Singapore. The client has more than 11% of the domestic market share in the equity portfolio managed services. The client has a clear focus on HNIs, Institutions, Pension Funds, Endowments Funds, and Family Offices segments.
Having unsatisfactory experience in the Salesforce migration by the previous vendor, the client was looking for a vendor to help them in their CRM transformation journey. Their existing challenges were
Centelon not only facilitated consultation on existing business processes but also implemented multiple enhancements to the pre-developed solution.
Centelon is a modern business-technology solutions and services company. At Centelon, we harness the power of digital, cloud, analytics, and emerging technologies to help our clients adapt to the digital world and make them successful. Centelon is a trusted partner of large – mid size businesses in Banking, Insurance, Education, Logistics, Energy & Utilities domain. Headquartered in Australia, we have offices in Singapore, New Zealand, and India.
If you wish to explore further on how Centelon can help your organization, please drop us a mail at firstname.lastname@example.org and we will get in touch with you