Digital Transformation for a
Financial Consulting Firm
Client Background
Our client is a growing financial consulting firm that helps individuals and businesses build personalized financial plans. Their services include savings strategies, retirement planning, investment advice, and insurance solutions. With a mission to provide expert guidance, they recognized the need to enhance internal efficiency and client engagement.
Problem Statement:
The firm was operating without any digital system, relying entirely on manual methods for tracking leads and managing customer support.
This resulted in:
The manual approach limited their ability to scale and deliver a consistent client experience.
Disorganized client records
Missed follow-ups and poor pipeline visibility
No centralized communication history
Delays in resolving client service requests
Implementation:
We implemented a customized Odoo-based solution tailored to the firm’s operational needs. The key modules included:
CRM Management for structured sales and relationship management
Helpdesk for efficient and trackable customer service
A quick deployment and hands-on training helped the client transition smoothly into a fully digital system.
Operations Implemented:
CRM Management
Lead & Opportunity Tracking aligned with financial advisory stages (inquiry, consultation, plan proposal, engagement).
Custom Pipeline Views for better visibility on client maturity and revenue opportunities.
Activity Types specific to financial advisory: consultations, follow-up calls, document reviews.
Activity Scheduling automated to optimize client outreach and timely follow-ups.
Helpdesk:
Improved Accountability: Created a streamlined process for managing and resolving client concerns
Issue Resolution Workflow: Tracked tickets until closure
Internal Assignment Rules to route tickets to the right employee based on request type.
Ticketing System: Created tickets for client service requests such as contact detail updates
Scalability & Future Readiness:
The solution is built with future scalability in mind. The client is now preparing to integrate Email Marketing and Social Media Marketing functionalities.
These additions will:
Enable targeted, automated outreach to prospects and clients
Provide insights into campaign performance and engagement
Expand their digital footprint and attract new business opportunities
Reinforce client relationships through consistent and relevant communication
Conclusion:
The successful implementation of CRM and Helpdesk modules transformed the firm's internal operations and client interaction process.
Key outcomes include:
Enhanced lead management and sales tracking
Efficient customer service resolution
Centralized client communication records
Reduced manual workload and increased team productivity
This foundational digital shift positions the firm to scale efficiently and improve customer satisfaction, while laying the groundwork for advanced marketing integration.
