Microsoft India – Sushil Financial Services Case Study
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Microsoft India – Sushil Financial Services Case Study

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Sushil Financial Services (Sushil Finance) provides a wide range of financial services such as online trading, stock broking, commodity futures trading, portfolio management, marketing initial public ...

Sushil Financial Services (Sushil Finance) provides a wide range of financial services such as online trading, stock broking, commodity futures trading, portfolio management, marketing initial public offering (IPO) and mutual funds, depository services, non-resident Indian (NRI) Services, and Investment Advisory. The company however lacked a comprehensive customer management tool that would allow employees to collaborate effectively. In order to optimize the success of the company, Sushil Finance chose to deploy Microsoft® Dynamics™ CRM 4.0. Now, the company has a robust solution that easily and economically integrates into the company’s current systems and delivers functional and technical capabilities that support business operations.

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Microsoft India – Sushil Financial Services Case Study Microsoft India – Sushil Financial Services Case Study Document Transcript

  • Microsoft Dynamics Customer Solution Case Study Financial Services Company Implements CRM Solution to Improve Business Processes and Productivity Overview “With Microsoft Dynamics CRM 4.0 we have the right Country or region: India Industry: Financial Services tool that helps us to strengthen and grow our business.” Customer Profile Viral Parikh, Director , Sushil Financial Services Sushil Financial Services was established in 1982 as a proprietary concern with focus on underwriting and marketing initial public offerings. Since then, it has grown into leading stock brokering firm in the country, which provides investors with products and strategies to enable not only wealth creation but also wealth protection. Sushil Financial Services (Sushil Finance) provides a wide range of financial services such as online trading, stock broking, commodity Business Situation Keeping in mind the growing business, the futures trading, portfolio management, marketing initial public company wanted to provide adequate offering (IPO) and mutual funds, depository services, non-resident customer services and reporting capabilities. It wanted a powerful, Indian (NRI) Services, and Investment Advisory. The company affordable, and scalable customer however lacked a comprehensive customer management tool that relationship management (CRM) solution. would allow employees to collaborate effectively. In order to Solution optimize the success of the company, Sushil Finance chose to Working with its partner Religare Technova, the company implemented Microsoft® deploy Microsoft® Dynamics™ CRM 4.0. Now, the company has a Dynamics™ CRM 4.0. robust solution that easily and economically integrates into the Benefits company’s current systems and delivers functional and technical  Flexible and Customizable Solution capabilities that support business operations.  Increases Business Opportunities  Secures Customer Information  Improves Business Management  Simplifies Development
  • Situation Sushil Financial Services chose to deploy Sushil Financial Services, established in Microsoft® Dynamics™ CRM 4.0 because it 1982 with a focus on underwriting and best met their requirements. Factors that marketing initial public offerings (IPOs). The convinced Sushil Finance to build the solution company acquired membership of the Stock on Microsoft Dynamics CRM 4.0 platform Exchange, Mumbai in 1982. In the year included 1986, the company started its secondary  A sophisticated set of building blocks for market division, and got itself empanelled sales, marketing, and service with financial institutions such as Unit Trust  Flexible workflow that cuts across and ties of India and Canbank Mutual Fund. It is the modules together currently empanelled with over 40 financial  Role-based security across business institutions and banks. entities; and a highly customizable platform Today, it provides a wide range of financial “Microsoft Dynamics™® services including online trading, stock Sushil Finance took the help of Religare broking, commodity futures trading, portfolio Technova, a Microsoft Certified Partner to CRM 4.0, an enterprise management, depository services, IPO and deploy Dynamics CRM 4.0. Religare Technova class CRM solution, mutual fund marketing, non resident Indian is a specialized Microsoft Dynamics CRM (NRI) services, and investment advisory. It partner for providing highly customized CRM which is used all across has evolved into a major brokerage house solution for capital market/brokerage. The the globe by various under the leadership of Mr. Sushil Shah, the solution was been developed keeping in mind founder and driving force of the organization. the unique needs of brokerage and capital customers for market organizations in India. automating business The company has qualified, trained and experienced investment advisors who have “Microsoft® Dynamics™ CRM 4.0, an processes, met our indepth knowledge of the financial markets. enterprise class CRM solution, which is used biggest requirement of The quality of its research and services has all across the globe by various customers for earned Sushil Finance high recognition. "Asia automating business processes, met our organizing, storing, and Money" the premier financial magazine biggest requirement of organizing, storing, accessing customer ranked it as the 11th best brokerage in the and accessing customer data effectively,” country. says Viral Parikh. data effectively.” Viral Parikh, Director, Sushil Financial Services With growing business requirements, the The CRM solution provided basic insights into company needed ways to maintain following modules and functionalities compliance while remaining productive and developed by Religare Technova specifically competitive. “We needed more than the right for capital market/brokerage: data for effective decision-making,” says Viral  Lead Management Parikh, Director, Sushil Financial Services  Contact Management “We needed a comprehensive, flexible,  Channel Partner Management familiar CRM framework, which empowers  Campaign our business.”  Reporting automation/Compliance reporting automation Solution
  • The company found that the Dynamics CRM Ltd. “We now have a solution that is easy to 4.0 platform provided the perfect framework support, maintain, and upgrade.” on which it could build such a comprehensive and customized CRM solution, because Increases Business Opportunities Dynamics CRM is built on a sophisticated Dynamics™ CRM 4.0 has helped Sushil line-of-business application platform; it Finance increase business opportunities and provides the basic required services upon expands business opportunities to track all which developers can build custom solutions, potential customers. There was clear need of tailored to specific business needs. the organization to manage it opportunities better and be able to hold team members In the financial services industry, security is accountable for new leads and manage the especially vital and Dynamics CRM 4.0 process through the entire customer provided the company a great foundation for management life cycle. a comprehensive security infrastructure. Secures Customer Information Key customizations include As the organization handles a large number  Lead Management System of financial transactions, security of data is  Contact Management absolutely essential. For each department, (Imported from 3 different back office different segments are created so that, only applications) that segment can access the data. A  Channel partner Management concerted effort was made to import logic as  Campaign Management well. Different teams are created for  Investment Research full/partial data viewing. Hierarchical  IT Help Desk. business unit structure has been created,  Reporting automation and Compliance which allows top management to view reporting automation. subsequent hierarchical data. Improves Business Management Benefits Many expanded capabilities in Microsoft Microsoft® Dynamics™ CRM 4.0 provides a Dynamics CRM 4.0, such as end-to-end robust solution along with the features, metadata relationships and improved flexibility, and customer detail to optimize the workflow, have helped the company to effectiveness of financial advisors. streamline business operations and provide an integrated view and functionality to its Flexible and Customizable Solution employees across the country. The flexibility of Microsoft Dynamics CRM 4.0 empowers Sushil Financial Services to build a Simplifies Development sophisticated solution that reaches beyond A key benefit of working with the Microsoft® the realm of customer relationship Dynamics™ CRM 4.0 is its simplicity. The management. The solution can be easily learning curve for development is incredibly adapted to meet the specific requirements of short and developer-friendly. The architecture the company. “The platform provides greater of the Dynamics CRM platform is consistent customizability and flexibility,” says Viral with this approach and allows the company to Parikh, Director, Sushil Financial Services Pvt.
  • deliver and implement its integrated solutions faster.
  • For More Information About Religare Technova Ltd. Microsoft Dynamics For more information about Microsoft Religare Technova is the umbrella identity for Microsoft Dynamics is a line of integrated, products and services, call the Microsoft the IT businesses of a large diversified Indian adaptable business management solutions Sales Information Center at (800) transnational business group. The companies that enables you and your people to make 426-9400. In Canada, call the Microsoft under Religare Technova’s umbrella are business decisions with greater confidence. Canada Information Centre at (877) Religare Technova Global Solutions (formerly Microsoft Dynamics works like familiar 568-2495. Customers who are deaf or Asian CERC and Capital Market Solutions), Microsoft software such as Microsoft Office, hard-of-hearing can reach Microsoft text global leaders in providing Enterprise which means less of a learning curve for your telephone (TTY/TDD) services at (800) Software Solutions to the Capital and people, so they can get up and running 892-5234 in the United States or (905) Financial markets; Religare Technova IT quickly and focus on what’s most important. 568-9641 in Canada. Outside the 50 Services Limited, which provides Enterprise IT And because it is from Microsoft, it easily United States and Canada, please contact Solutions and Religare Technova Business works with the systems that your company your local Microsoft subsidiary. To access Intellect Ltd, which provides Knowledge already has implemented. By automating and information using the World Wide Web, go Management Solutions. streamlining financial, customer relationship, to: www.microsoft.com and supply chain processes, Microsoft Currently with over 1500 employees and Dynamics brings together people, processes, For more information about Tessitura offices in over 10 countries, Religare and technologies, increasing the productivity Monti India products and services, call Technova is poised to be a leader in the and effectiveness of your business, and (91) (22) 2684 6861 or visit the Web site global IT space. Religare Technova delivers a helping you drive business success. at: broad portfolio of information technology and www.tessituramonti.co.in business process outsourcing solutions to For more information about Microsoft clients in key verticals such as Banking and Dynamics, go to: For more information about Tectura Financial Services, Insurance, Capital www.microsoft.com/dynamics products and services, call (91) (120) Markets, Healthcare, Manufacturing, 3051900vor visit the Web site at: Automotive and Steel amongst others. www.tectura,com For more information on Religare Technova, For more information on Religare go to www.religaretechnova.com Technova, send an email at connect@religaretechnova.com or log on to www.religaretechnova.com Software and Services Hardware  Microsoft Dynamics  Dual 1.8 GHz Pentium 4, 2 gigabyte (GB)  Microsoft Dynamics CRM 4.0 Memory (RAM), SCSI with hardware RAID 5  Windows Server 2003 Standard Edition with 10 GB free hard-disk space  Microsoft SQL Server 2005  Microsoft Technologies Partner  Microsoft XML Core Services  Religare Technova  Microsoft .NET Framework 2.0 This case study is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY. Document published September 2008