Challenges

• The website hadn’t been updated since 10 years.

• With a lot of information on the website, the data was not presented in a simplified format.

• They followed manual offline KYC registration process, due to which the entire registration process would take 5/7 days to complete.

• There was no system in place to keep a track on leads which was generated via various touch points and there was no provision to keep a track on employees’ performance.

Solutions

• We provided a revised IA of the website as per various user types Important Market data are presented in the simple chart and graphs.

• More than 450+ APIs were integrated on the website allowing users to see important information upfront.

• Online e-KYC module was integrated allowing users to open a Demat account in 15 mins using their PAN card and Aadhar Card.

• Lead Management System was integrated, which allowed internal stakeholders to keep a track on leads, sales, performance & generate various reports.

Results

• Traffic on the website has increased drastically post new website has gone live.

• There was an increase in the number opening of Demat accounts as users can now open the account online.

• Due to the integration of the lead management system, the business process was more streamlined and they could analyse their touchpoints.