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Motilal Oswal Scales Up Customer Service by 5X

With the support of Talisma CRM's advanced technology and personalized solutions, Motilal Oswal achieved sustained success in the financial industry by effectively managing client relationships and optimizing operational efficiency.

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COMPANY TYPE:

Public

LOCATION:

Mumbai
India

ORGANIZATION
SIZE:

5,000+

CLIENT SINCE:

15 Years

USER
BASE:

500 Users

TALISMA MODULE:

Service Management

Motilal Oswal, a leading financial services firm, has relied on Talisma CRM for 15 years to manage client relationships and enhance operational efficiency. With advanced technology and a personalized approach, Talisma CRM delivered a comprehensive solution tailored to their needs. This enduring partnership enabled seamless communication through integrated email services and sustained success in the financial industry.

Motilal Oswal's remarkable success story with Talisma CRM serves as a shining example of the transformative impact of adopting a customer-centric approach. By harnessing Talisma CRM's seamless omnichannel capabilities, Motilal Oswal solidified its position as a true leader in the financial services industry, setting new standards for operational efficiency and driving sustainable growth.

See what our customer has to say about us

Talisma’s solution has helped us in multiple areas such as internal communications for in-house processes, customer data integration with multiple databases, managing shareholder and transaction data and regulatory compliance. The solution provided by Talisma has enabled us to seamlessly scale business operations by 10X over the years, handle a 5X increase in customer requests during the pandemic and resolve 90% of customer requests within 4 hours. Overall, Talisma’s solution has helped us get a unified view of customer data, enhance customer relationships and develop a structured approach to handle customer support.
Kumud Upadhyay
Senior Group Vice President
Motilal Oswal Financial Services Ltd

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