Case Study: Motilal Oswal Securities improves operational efficiency with Ameyo

Motilal Oswal Securities improves operational efficiency by 15% with Ameyo

Motilal Oswal Securities, a leading financial services firm, faced challenges with manual call handling, decentralized operations across multiple sites, and the need to provide preferential treatment to high-net-worth individuals. They partnered with vendor Ameyo to implement its Customer Interaction Management suite to centralize operations and gain better insights into customer relationships.

Ameyo configured multiple phone lines and queues for each advisor and integrated its outbound dialing system with the client's trading platform. This solution provided advisors with customer information before calls and ensured high system uptime. As a result, Ameyo helped Motilal Oswal improve its overall operational efficiency by 15% while fostering long-lasting customer relationships.

Motilal Oswal Securities