Case Study: Motilal Oswal Securities achieves 15% operational efficiency improvement and enhanced customer service with Ameyo

Motilal Oswal Securities - Customer Case Study

Motilal Oswal Securities Ltd., a diversified financial services firm, faced rising customer attrition and inefficient call handling as advisors managed many accounts simultaneously. To gain better customer insight and prioritize high-value clients, Motilal Oswal implemented Ameyo’s Customer Interaction Management suite to centralize information and improve call and information management.

Ameyo deployed a centralized CRM with real-time customer data, multi-line queues, an advisor desktop view, skill-based routing, missed-call notifications and outbound dialing integrated with MOSL’s Dial ‘n’ Trade platform. As a result, Ameyo helped Motilal Oswal improve operational efficiency by over 15%, minimize dropped HNI calls, enable faster callbacks and enhance overall customer service and advisor productivity.

Motilal Oswal Securities

Ajay Menon

Director