Case Study: Motilal Oswal Financial Services achieves 15% operational efficiency boost with Exotel’s Ameyo communication suite

Motilal Oswal Financial Services boosts operational efficiency by 15% with Exotel

Motilal Oswal Financial Services, a major Indian financial services firm, faced challenges in managing customer communication and information due to its rapid growth. Advisors were handling over 15 accounts each, leading to poor call management and an inability to prioritize high net-worth individuals (HNIs), which risked customer defection. They partnered with Exotel to implement its Ameyo communication suite to address these issues.

Exotel provided a centralized CRM system integrated with multiple phone lines and an intelligent desktop view for advisors. This solution enabled efficient call handling and prioritized routing for HNIs based on market conditions. The implementation boosted Motilal Oswal's operational efficiency by 15%, significantly enhanced customer service, and improved the retention of high-value clients.

Motilal Oswal Financial Services