Tradesmart

How TradeSmart is reducing its customer onboarding time by over 90% with completely digital document flows

The story of how TradeSmart, a broking firm, completely digitized its customer onboarding journey with Leegality

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Pravin Dubey - Tradesmart
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The earlier physical journey was a very time-consuming process. It took around two to three days to process the account of any client. The current process takes less than 15 minutes”

Pravin Dubey
Head of Sales @ TradeSmart
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TradeSmart's digital transformation journey in a nutshell:

BEFORE Leegality

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Time consuming: Customer onboarding used to take 2-3 days

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Error prone: Manually filling out forms would lead to mistakes and redoing of the entire process

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Customer dissatisfaction: High TAT and an error prone process led to customer dissatisfaction

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Productivity is hampered: Employees had to spend time on hand holding the customers through the account opening process

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Inaccessible: Without access to printers and courier services customers could not get onboarded

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Storing paper is a hassle: Storing physical paper forms and documents is a business risk and is prone to theft, loss and damage

AFTER Leegality

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Super fast: They now onboard customers within just 2-3 hours

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Zero mistakes: All forms are being filled digitally.. Mistakes, if any, can be rectified immediately

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Happy customers: Fully digital flows provided a smooth journey for your clients

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Get more customers: VNS employees are liberated from paperwork and can focus on getting in more customers

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Reach out to customers anytime, anywhere: Customers can now get onboarded from anywhere – all they need is an internet connection.

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All your documents in one place: Easily store and retrieve any document from your document management server

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Time consuming: Customer onboarding used to take 2-3 days

Con icon

Error prone: Manually filling out forms would lead to mistakes and redoing of the entire process

Con icon

Customer dissatisfaction: High TAT and an error prone process led to customer dissatisfaction

Con icon

Productivity is hampered: Employees had to spend time on hand holding the customers through the account opening process

Con icon

Inaccessible: Without access to printers and courier services customers could not get onboarded

Con icon

Storing paper is a hassle: Storing physical paper forms and documents is a business risk and is prone to theft, loss and damage

Pro icon

Super fast: They now onboard customers within just 2-3 hours

Pro icon

Zero mistakes: All forms are being filled digitally.. Mistakes, if any, can be rectified immediately

Pro icon

Happy customers: Fully digital flows provided a smooth journey for your clients

Pro icon

Get more customers: VNS employees are liberated from paperwork and can focus on getting in more customers

Pro icon

Reach out to customers anytime, anywhere: Customers can now get onboarded from anywhere – all they need is an internet connection.

Pro icon

All your documents in one place: Easily store and retrieve any document from your document management server

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READ THE FULL IMPLEMENTATION STORY →

We sat down with Sandip Desai, Head of Strategic Initiatives @ TradeSmart and Pravin Dubey, Head of Sales @ TradeSmart to discuss:

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The role of paperwork in TradeSmart’s customer onboarding journey

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The problems of a physical customer onboarding journey

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TradeSmart’s new simple Leegality powered digital customer onboarding journey

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The big business benefits of Tradesmart’s new digital customer onboarding process

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How Leegality’s Aadhaar Smart Name Verification feature is helping prevent frauds in customer onboarding

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Interaction with Leegality’s support and account management teams

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