Partnering with a Startup to make it a Unicorn

Becoming a Stock Market Game-changer

About the Client

Our client is a second largest Fintech organization in the APAC with over 10 million customers on their platform.

The organization was founded in 2009 and ventured into retail trading in 2012. They the pioneers of paperless on-boarding. Within 11 years of inception, the company has achieved a unicorn status in the year 2021. Being one of the leading companies in the Fintech space, they use high tech, algorithmic proprietary trading technology.

Scenario

Epicenter manages the end-to-end customer lifecycle for this client. We started the relationship in 2013 with a modest 15-member team which grew to over 800+ dedicated resources in 9 years.

The client wanted to maintain a lean team to focus on their trading competencies and hence wanted a reliable partner to manage their customer lifecycles.

Our Solutions

  • Omni-channel Tech Support
  • Tele-sales & Customer Service
  • Customer Onboarding

Benefits / Outcomes

  • +167% year-on-year revenue growth
  • +60% positive increase in Net Promoter Score
  • 4.6 Google Playstore rating
  • 86% Customer Satisfaction score

Epicenter’s omnichannel approach has revolutionized our customer support. We’ve seen significant improvements in efficiency and satisfaction, leading to stronger customer loyalty. Their ability to unify our customer interactions has been invaluable.

CX Director, Leading FinTech Unicorn

Client's Platform

Their platform allows their customers to invest in stocks, mutual funds, IPOs, F&O, commodities and currencies with minimal brokerage charges, trade on the fly and much more.

Epicenter's Approach

  • Develop lead management mechanism and reduce lead leakages
  • Improve low lead conversion ratio 
  • Build customer management processes 
  • Lack of 360° customer view and right reporting mechanisms

Epicenter's Achievements

Year-on-year Revenue Growth

0 %

Net Promoter Score

+ 0 %

Google Playstore Rating

0

Customer Satisfaction

0 %

Solution Offering

Telesales

  • Managing both Inbound and Outbound telesales for the last 9 years have resulted in 167% Y-O-Y revenue growth
  • Increase of lead conversion by 30% with our experienced team
  • Our well-trained agents generate, nurture and close the leads which contribute 40% - 45% of the total revenue of the client

Customer Service

  • Customer query, request and complaint handling resulted in 60% improvement of NPS and 4.6-star rating on the google play store
  • Improved customer engagements with an FCR trend (First Call Resolution) of 91% and CSAT of 86%
  • Active online reputation management to maintain positive brand persona

On boarding

  • KYC and Document check and management to comply with regulatory bodies
  • Opening of Trading accounts
  • Customer follow-ups and documentation walk throughs

Omnichannel Tech Support

  • Tech Support for both App and Desktop versions
  • Email Support for prospects and existing customers
  • Chat Support for website, social channels and app with a first attempt TAT (Turn Around Time) of less than 4 hours for emails
  • High scalability demonstrated by 30% increase in resources to manage TAT during sudden surge in demand

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