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

READ CASE STUDY

No email. No phone number. Truly free case study

Pravin Dubey - Tradesmart

tradesmart quote

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

Read Full Case Study

TradeSmart's digital transformation journey in a nutshell:

BEFORE Leegality

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

VNS Graphics

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:

The role of paperwork in TradeSmart’s customer onboarding journey

The problems of a physical customer onboarding journey

TradeSmart’s new simple Leegality powered digital customer onboarding journey

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

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

Interaction with Leegality’s support and account management teams

READ CASE STUDY

VNS Graphics

Other Case Studies

How Tata Capital Housing Finance SLASHED sanction letter execution from multiple man-hours to as low as 7 MINUTES

Case study slider image

How Axis Finance is using Leegality to reduce loan disbursal time for personal and business loans by 60%

How HDFC Limited used Leegality to rapidly execute key partner agreements

South Indian Bank

How South Indian Bank slashed home loan documentation TAT to mere minutes through digital paperwork

‍How Dhan built a seamless onboarding and DDPI process for its customers with Leegality

How Tata AIG reduced turnaround time for legal paperwork by 95%

Arohan CMS Image

How Arohan Financial uses Digital Paperwork to drive financial inclusion by making JLG loan disbursal faster and easier

How Bharat Financial Inclusion Limited is using digital paperwork to ensure 100% digital business correspondent onboarding

How and why Asian Paints completely digitised their Employee Appointment Letters

Case study slider image

How Airtel slashed its LCO partner onboarding time from 20 days to 2 minutes

How ASK Investment Managers is using digital document workflows to slash the time it takes to onboard new investors by 80%

Waterfield Advisors

How Waterfield Advisors is leveraging Digital Paperwork to onboard new clients in minutes while providing a high end customer experience

Vivriti Capital

How Vivriti Capital Used Leegality To Accelerate The Growth Of Its Loan Book

Case study slider image

How digitizing loan paperwork helped Dhanvarsha increase monthly revenue

Case study slider image

How CredAvenue reduced their post-sanction loan disbursal TAT by over 80%

Case study slider image

How Airtel Payments Bank used Leegality to keep business flowing during the 2020 Lockdown

Case study slider image

How Payswiff dropped its merchant onboarding time from 4 DAYS to 15 MINUTES

Case study slider image

How Dvara KGFS simplified the borrower experience and is disbursing JLG Loans faster

How Tamohara Investment Managers is providing a 100% digital onboarding to its clients

""