Case Studies Quixy helps Assetmonk cuts overall application processing time by 70%

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	Quixy helps Assetmonk cuts overall application processing time by 70%

Quixy helps Assetmonk cuts overall application processing time by 70%

Technology Category	Cybersecurity & Privacy - Security Compliance Functional Applications - Enterprise Resource Planning Systems (ERP) Functional Applications - Remote Monitoring & Control Systems
Applicable Functions	Business Operation Sales & Marketing
Use Cases	Regulatory Compliance Monitoring Remote Asset Management
Services	Software Design & Engineering Services System Integration
Challenge	Investor management and tracking of investment applications manually were tough tasks for Assetmonk as the company grew. The paper and telephonic based processes followed while capturing some of the critical information such as personal details, financial details, property details, and transactions related to payments were unsafe. Assetmonk faced data security issues, operational inefficiencies, and lack of visibility into onboarding activities, making it impossible to achieve a comprehensive investor view across touchpoints. In turn, Assetmonk faced higher costs, slower investor conversions, and a loss of competitive edge. Read More
About Customer	Assetmonk is an online platform offering high potential real estate assets to value investors. Only carefully vetted assets that undergo thorough due diligence through internal assessment tools and reputed third-party partner evaluation, make it to their list of assets shared on the platform. Assetmonk allows investors to diversify their portfolio by offering investor-friendly deals and custom product solutions. Transparent structure, Digital security, along with a secure transaction procedure, makes Assetmonk a unique marketplace for real estate investment. Read More
Solution	Assetmonk team implemented Quixy to automate their end-to-end customer on-boarding processes spanning upload, review, and approval of application and payment processing. Customers were able to submit their applications and upload their documents from phone, tablet, or computer. Once submitted, the backend team was automatically notified to process the application through the verification and approval steps. Customers had one-touch access to their application status without having to make any calls. Read More Log in to view content
Contents

Technology Category

Cybersecurity & Privacy - Security Compliance

Functional Applications - Enterprise Resource Planning Systems (ERP)

Functional Applications - Remote Monitoring & Control Systems

Applicable Functions

Business Operation

Sales & Marketing

Use Cases

Regulatory Compliance Monitoring

Remote Asset Management

Services

Software Design & Engineering Services

System Integration

Challenge

Investor management and tracking of investment applications manually were tough tasks for Assetmonk as the company grew. The paper and telephonic based processes followed while capturing some of the critical information such as personal details, financial details, property details, and transactions related to payments were unsafe. Assetmonk faced data security issues, operational inefficiencies, and lack of visibility into onboarding activities, making it impossible to achieve a comprehensive investor view across touchpoints. In turn, Assetmonk faced higher costs, slower investor conversions, and a loss of competitive edge.

About Customer

Assetmonk is an online platform offering high potential real estate assets to value investors. Only carefully vetted assets that undergo thorough due diligence through internal assessment tools and reputed third-party partner evaluation, make it to their list of assets shared on the platform. Assetmonk allows investors to diversify their portfolio by offering investor-friendly deals and custom product solutions. Transparent structure, Digital security, along with a secure transaction procedure, makes Assetmonk a unique marketplace for real estate investment.

Solution

Assetmonk team implemented Quixy to automate their end-to-end customer on-boarding processes spanning upload, review, and approval of application and payment processing. Customers were able to submit their applications and upload their documents from phone, tablet, or computer. Once submitted, the backend team was automatically notified to process the application through the verification and approval steps. Customers had one-touch access to their application status without having to make any calls.

Impact #1	With Quixy, Assetmonk was able to cut down the overall application processing time by 70%.
Impact #2	Resource cost for on-field executives was reduced by 80%.
Impact #3	Enhanced customer experience with one-touch access to application status.

Impact #1

With Quixy, Assetmonk was able to cut down the overall application processing time by 70%.

Impact #2

Resource cost for on-field executives was reduced by 80%.

Impact #3

Enhanced customer experience with one-touch access to application status.

Benefit #1	Overall application processing time reduced by 70%.
Benefit #2	Resource cost for on-field executives reduced by 80%.

Benefit #1

Overall application processing time reduced by 70%.

Benefit #2

Resource cost for on-field executives reduced by 80%.

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Overview

Quixy helps Assetmonk cuts overall application processing time by 70%

Operational Impact

Quantitative Benefit