Solution Offered : Web Development, Product Development
Technologies Used :
As the work is made easy for the management, it also allows them to customize their services.
Template-based Tasks can be easily created just using voice. This happens via Amazon Alexa and there are several commands which ease the process of task creation.
The app digitalized the procedure and thus eliminating the need for manual work.
This template aids the management to verify whether the advisors follow the fixed procedure or not.
The task module also helps in tracking the work progress and keeps an eye on every advisor individually.
Currently, financial advisors have a huge dependency on manual labor. With this, the chances of error are reduced and the efficiency is increased too.
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