Customer Success Stories

SkyConnect has enabled seamless & highly secured collaboration across all channels between Ffreedom users - service team, IFA/partners and clients.

The SkyConnect collaboration platform is a key component of FIINFRA's Infrastructure offering to IFAs & Distributors. Mithi SkyConnect has enabled seamless & highly secured collaboration across all channels & devices covering mobile, tablet & desktops between our key users - service team, IFA/partners & clients. It has been a perfect fit for us and has provided a new benchmark with its open source offerings & integration capabilities
Harbinder Saini
CTO, Ffreedom Financial Planners

Ffreedom achieves higher team productivity and accountability at lower operational costs

Background

FIINFRA created a suite of applications to enable its financial advisers in delivering superior financial advice to their customers. They were looking for a cloud based solution that can integrate well with the adviser portal and help them provide high level of engagement with customers and internal teams.

Solution

Mithi's cloud email and collaboration platform, SkyConnect was chosen to integrate with their adviser portal using Custom Connectors - based on SkyConnect's web service APIs to maintain contact data synchronisation. This enabled IFA to create the contacts on the FIINFRA platform and access it seamlessly to send emails/ text messages, chat and collaborate with its contacts.

Top Benefits

  • Better adviser productivity: Financial advisers reported higher productivity with the ability to handle more customers, while ensuring that the communication, reports, etc flowed smoothly to their customers.
  • Higher customer experience due to enhanced responsiveness in catering to the customer requests.
  • FIINFRA advisers saved significant amount of time and money in travel and fixing face to face meetings.
  • The adviser team achieved post sales automation in uploading transactions, portfolio reports, etc.