Outcome
EQONEX now has a platform that can segment leads, capture different types of Accounts, and offer uniform sales processes for their different solution offerings.
The compliance status of clients can now be tracked in Salesforce, with automation to ensure KYC/ AML is complete before any products offerings reach fruition. Further automation was configured at Account level to provide an overall view of the client’s Assets Under Custody, further enhancing the overall view of the client base.
The specific sales processes for EQONEX and Digivault not only allows each business division to capture information relevant to their offerings, but also supports visibility across the group to track metrics on overall performance.
Finally, a comprehensive reporting suite was delivered, providing EQONEX with the ability to make informed data driven decisions.
