Case Study: ASK Group achieves faster client servicing and secure document access with Contentverse

ASK Group - Customer Case Study

ASK Group, a diversified financial services company in Mumbai, India, needed a better way to manage the growing volume of client applications and supporting documents for its Client Servicing department. Before adopting Contentverse, files such as activation forms, registration forms, PAN cards, de-mat proofs, powers of attorney, and board resolutions were consuming office space and had to be stored in a warehouse, making retrieval and servicing difficult.

ASK Group implemented Contentverse to store, organize, and securely retrieve both corporate and individual client documents, with restricted user rights for viewing and printing only. Contentverse delivered instant ROI by making documents available at the click of a button, improving client service over the phone, reducing the burden of manual audits, and enabling easy production of defaulter lists for missing mandatory documents; ASK Group also noted that its auditor could work with restricted access without disrupting daily operations.

ASK Group