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

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

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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

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