Quixy helps Assetmonk cuts overall application processing time by 70% Challenge Investor management and tracking of investment applications manually were tough tasks for Assetmonk as the company grew. The paper and telephonic based processes followed while capturing some of the critical information such as personal details, financial details, property details, and transactions related to payments were unsafe. Assetmonk faced data security issues, operational inefficiencies, and lack of visibility into onboarding activities, making it impossible to achieve a comprehensive investor view across touchpoints. In turn, Assetmonk faced higher costs, slower investor conversions, and a loss of competitive edge. Assetmonk needed to automate their customer-related processes on priority to

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