Financial Services
Financial Services
Salesforce to Zoho CRM migrations with KYC modules, RBI/SEC audit trails, and 64% TCO reduction. Advisor portals on Zoho Creator.
FinServ teams trust Helios for migrations and compliance-grade portals. KFin Technologies moved 320 sales reps off Salesforce Enterprise to Zoho CRM in 11 weeks with a -64% licensing bill. Summit Financial rolled out a Zoho Creator advisor portal to 1200 advisors managing 80K end clients.
Outcomes
KYC/AML automation embedded in CRM
SEC/FINRA/RBI-aligned audit trails
Advisor portals on Zoho Creator
Tech stack
Zoho CRM Plus, Zoho Creator, Deluge, PandaDoc, DocuSign
Insights & Article
Related industries
