ZOHO CRM Implementation for a California-based Wealth Management Company

A California-based wealth management company works with high net-worth customers and gives them advice on wealth generation. The company operates in the financial sector with an open architecture. It offers end-to-end wealth management and investment advisory services to its customers.

The company is growing rapidly, and it faced critical data handling challenges. These centered on human errors and data duplication. Also, its financial advisors had trouble managing and queuing contracts. They also had to send and receive agreements that customers had signed. Zoho CRM for wealth management was the answer to these problems.

First, we carefully analyzed the client’s challenge and business model. Then we created a custom application using CI and integrated it with ZOHO CRM. The CRM fit our client’s needs because it can handle any data errors. It reports them to the key stakeholders and follows up until the issue is completely resolved.

Our team built a custom retry mechanism for a smooth contract signing process. It queues a contract only after all the required parties have signed the previous document. We also integrated DocuSign and PandaDoc into their system to send and manage contracts. These two document management integrations also report the weekly or monthly status of all documents the advisors generate.

Team Zehntech wrote a custom PHP script for the ZOHO CRM and Books APIs integration. We also integrated ZOHO Desk into the client’s system and rebranded it to the customers’ needs. It manages the tickets for all issues and tasks reported by the client’s or advisors’ team.

Our Zoho CRM wealth management work resolved the key issues of data handling and customer contract management at the wealth management company. DocuSign and PandaDoc made the document signing and management process simpler and smoother. In addition, the ZOHO CRM and Books APIs integration helps the sales team manage tickets and resolve issues in the shortest time. Learn more about our custom software services.