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Ekatm CRM: Cost-effective Solution to Grow your Finance business

/ Cost-effective Solution to Grow your Finance business / By

 The world of Finance is constantly evolving. Thanks to the technology and innovation that these finance companies are adopting. Vritti Solutions is accelerating growth of the financial sector in India with a robust IT support and a passion for innovation in technology.

What do these finance companies do?                      

  • They provide a wide spectrum of Financial Solutions
  • They are into Company Funding
  • They have a client base of Sovereigns, Parastatals, GREs, Financial Institutions, Banks and Corporates
  • They work at a Global Level

What is their challenge/glitch/drawback? 

  • Client details maintained on Google sheets, which led to
  • More manual efforts
  • Delayed processes
  • Increased TAT
  • Reduced efficiency and productivity
  • Traditional work environment

How is Vritti Solutions helping them?

  • Vritti Solutions is leveraging their growth journey by providing customized IT solutions, Ekatm CRM and Ekatm vWorkBench that smoothens their funding process, reduces the TAT of loan approval and maintains customer relationships; thus, increasing productivity and efficiency.
  • Vritti Solutions have customized Ekatm CRM as per their business model and specifications.

What is Ekatm CRM and Ekatm vWorkBench?

Ekatm CRM is a Customer Relationship Management Software and Ekatm vWorkBench is a daily operations management software.

Ekatm CRM takes care of

  1. Sales Management
  2. Customer Management
  3. MIS

Benefits of using Ekatm CRM for finance companies

  • Getting customization as per business model and other requirements
  • Enables Lender Selection (where the interest rate of multiple loans from national and international banks are pre-recorded and based on the CIBIL score of the customer, they are shown their eligibility for a suitable loan)
  • Reduces the TAT of loan approval process
  • CIBIL score is automatically validated for loan eligibility
  • No manual efforts
  • Less number of duplication and errors
  • All the details under one roof/ dashboard- disbursement of loan, date of disbursement, amount of loan disbursement and rate of interest

 

Would you like to avail the same or more customized Customer Relationship Management benefits? Then, call us on +91- 8390900611 or write to us enquiry@vritti.co.in

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