Case Study: Emkay Global Financial Services achieves faster approvals and cuts expense processing from 17 to 7 days with Happay

Good to Great Identifying the need for Change & How to Implement it

Emkay Global Financial Services, a nearly two-decade leader in financial services with around 200 employees who travel frequently, faced friction in its travel and expense processes: limited receipt attachments, inability to record multiple currencies on a single voucher, a weak mobile experience, and a disorganized TRF (travel request form) workflow that slowed approvals and increased risk. After evaluating multiple vendors, Emkay selected Happay to address these core pain points with an automated expense management and travel requisition solution.

Happay implemented its travel requisition module, mobile app and corporate cards to consolidate multi-currency expenses, improve receipt capture and enforce approval workflows. As a result, Emkay’s workforce steadily adopted Happay, reporting efficiency rose, approval-cycle time per report dropped by more than 2X, and overall process time fell from 17 days to 7 days—while improving policy compliance, travel planning and spending control.

Emkay Global Financial Services

Saket Agarwal

Chief Financial Officer