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So­lu­tion Re­quire­ment

Fis­dom is at the fore­front of In­dia’s grow­ing fin­tech in­dus­try, and is break­ing down bar­ri­ers in a mar­ket where many con­sumers re­main un­der­served. The af­ford­abil­ity and phys­i­cal ac­ces­si­bil­ity of ser­vices is a chal­lenge, but so is fi­nan­cial lit­er­acy. Con­sumers feel un­equipped to in­vest and so leave their funds in ba­sic sav­ings ac­counts, leav­ing their in­vest­ment goals un­re­alised.

The Ban­ga­lore-based startup aims to solve these chal­lenges with an app that of­fers jar­gon-free in­vest­ment ad­vice at zero cost to the con­sumer. Hence the com­pany needed a way to con­nect all our data and make smarter de­ci­sions about how we ac­quire new cus­tomers and keep them en­gaged.

So­lu­tion De­ploy­ment

Fis­dom is on its way to achiev­ing its vi­sion, and plans to en­hance its prod­uct port­fo­lio to give more peo­ple even more op­tions to in­vest – whether their goal is to save for their next va­ca­tion, cover fu­ture ed­u­ca­tion costs, or build wealth for their re­tire­ment. Sales Cloud will help Fis­dom tar­get the right cus­tomers with the right prod­ucts at the right time, en­abling it to sup­port cus­tomers through ev­ery stage of their in­vest­ment life.

For Fis­dom, it’s not just about in­creas­ing the use of its app, but chang­ing the way that con­sumers in­vest. It’s a bold vi­sion for a small team of 20, made more at­tain­able with Sales­force.

So­lu­tion Benifits

Fis­dom now has a busi­ness in­tel­li­gence dash­board pow­ered by Sales Cloud which helps it to un­der­stand where cus­tomers are com­ing from and how they in­vest. It knows which part­ners and mar­ket­ing chan­nels gen­er­ate the most ROI.

These in­sights are fu­el­ing fast and ef­fi­cient growth. Agents are 20% more pro­duc­tive, mak­ing an ad­di­tional 20 calls each per day and pro­cess­ing 64% more ap­pli­ca­tions. The fin­tech is in­vest­ing in sales and mar­ket­ing ini­tia­tives with a proven im­pact. As a re­sult, lead con­ver­sion is up, while the cost of ac­qui­si­tion is down by al­most 50%.

Charan Teja said the use of Sales Cloud helps Fis­dom build trust and re­move the fear that con­sumers may have in us­ing the app to in­vest in this way. “We can have more per­sonal con­ver­sa­tions and build bet­ter re­la­tion­ships based on data. This in­cludes data on in­di­vid­ual leads and cus­tomers, but also an­a­lyt­ics on the needs and behaviour of cus­tomers at each stage of the life­cy­cle.”

“We want to help more peo­ple make smart fi­nan­cial de­ci­sions – re­gard­less of their net worth or fi­nan­cial knowl­edge, We’ve built a model that makes it easy to in­vest and with Sales­force, we’re max­imis­ing op­por­tu­ni­ties to grow.” SAI CHARAN TEJA, Head of An­a­lyt­ics, Fis­dom

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