Investing Smarter, Not Harder: How a leading investment services firm developed custom investment strategies

Abhiganesh Investment Services Pvt Ltd is a leading investment services company that offers wealth
creation and asset management services. With over 2500 clients and investments worth 20 million
dollars, the company was facing challenges with traditional business practices and paper-based records.
Our team at AnklyticX was hired to help Abhiganesh Investment Services improve their investment
strategies through analytics.

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Orders

Data Silos Hindering Decision-Making and Investment Strategies

Abhiganesh Investment Services lacked a comprehensive system to integrate their data from various sources, leading to data silos and poor decision-making. The absence of an analytics tool also meant the company could not analyze their data and draw insights to develop effective investment strategies.

Analytics-Driven Investment Management for Better ROI

AnklyticX implemented an analytics tool that integrated Abhiganesh Investment Services’ data from different sources, allowing for a comprehensive view of their operations. This led to more effective decision-making and allowed the company to draw insights and develop customized investment strategies for their clients.

Transforming Investment Strategies Through Data-Driven Decision Making

The implementation of the analytics tool has led to significant improvements in Abhiganesh Investment Services’ investment strategies. The company can now collect and analyze customer data, leading to personalized investment strategies that cater to their client’s unique financial goals. The analytics tool has also allowed the company to track their investments’ performance, leading to a 30% increase in return on investment (ROI). Additionally, Abhiganesh Investment Services’ customer retention rates have increased by 20% since implementing the analytics tool.

"The analytics tool implemented by AnklyticX has transformed the way we manage our investments. We can now provide personalized investment strategies to our clients, leading to higher ROI and better customer satisfaction."

Mr. Abhijeet

CEO of Abhiganesh Investment Services

Facts and Figures:

The implementation of the analytics tool has led to a 30% increase in ROI for Abhiganesh Investment Services.

Abhiganesh Investment Services’ customer retention rates have increased by 20% since implementing the analytics tool.

The analytics tool has enabled Abhiganesh Investment Services to develop customized investment strategies for their clients, leading to better financial outcomes.

Data-Driven Decision Making as a Key to Successful Investment Strategies

The implementation of analytics and data integration has been a game-changer for Abhiganesh Investment Services. The company can now collect and analyze data, leading to personalized investment strategies that cater to their clients’ unique financial goals. The ROI has improved, customer retention rates have increased, and Abhiganesh Investment Services is now better positioned to stay ahead of the competition and continue providing exceptional service to their clients.

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Investing Smarter, Not Harder: How a leading investment services firm developed custom investment strategies

Customers

Active Users

Orders

Data Silos Hindering Decision-Making and Investment Strategies

Analytics-Driven Investment Management for Better ROI

Transforming Investment Strategies Through Data-Driven Decision Making

Facts and Figures:

Data-Driven Decision Making as a Key to Successful Investment Strategies

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