Case Studies

Partner Communities Implementation – Financial Firm

A Financial services firm with a B2B business model wanted the leverage the platform to help their channel partners close deals faster and enhance the productivity of the advisors. A partner communities implementation was the one stop solution.

Client Information

  • The client is a part of India’s modern breed of true unbiased client focused Financial Planning Firms.
  • They have a vision to empower its clients through quality unbiased financial advice, latest technology that helps clients with their personal financial management & also assisting them in realizing all their dreams and converting them into realistic achievable goals.

Business Requirement

  • The client had a B2B business model wherein channel partners were responsible to leverage the financial platform built on to expand the clientele.
  • Required a portal for partners to manage their customers and collaborate with the client.
  • Subscription based model for franchisees.


  • Implemented Partner Communities for their business partners.
  • Exposed the financial application to the partners.
  • Provided them a responsive UI to use the platform on their smart devices during client visits.
  • Implemented Chatter to collaborate.
  • Implemented Case Management to handle any issues related to the platforms.
  • Reports and Dashboards.

Key Highlights

  • Better conversion ratio.
  • Easy to use application on a mobile platform.
  • Impressive responsive UI.
  • Streamlined the case management process.