Waterfield Smart Console Support - Icanio Technology
Waterfield Smart Console Support
Platform Developed
Overview
The firm’s Excel-based workflows caused delays, inefficiencies, and limited visibility into tasks. The new system automated document processing, customer and employee tracking, and report generation. With dashboards, audit trails, and reassignment flexibility, the solution enhanced transparency, accountability, and productivity across operations.
Problem
- Waterfield relied heavily on Excel-based workflows for investment data collection and report generation.
- This manual approach led to operational inefficiencies, delayed outputs, and poor visibility into task progress—ultimately affecting team productivity and the quality of client servicing.
Solution
- Workflow Automation: Automated the end-to-end process of customer document handling and wealth report generation, removing reliance on Excel-based manual methods.
- Comprehensive Tracking System: Introduced tracking for employees, customers, and tasks to ensure accountability, transparency, and streamlined progress monitoring.
- Real-Time Dashboards & Insights: Enabled real-time visibility into operations through intuitive dashboards, improving decision-making and workload distribution.
- Audit Trail & Task Reassignment: Implemented audit logs for compliance and allowed flexible reassignment of tasks to adapt to changing team dynamics and workloads.
Key Business Outcomes
- Significant Productivity Gains: Achieved a 75% improvement in overall team productivity through streamlined and automated workflows.
- Optimized Workforce Utilization: Reduced working days from 6 to 5 per week without impacting output, thanks to increased efficiency.
- Operational Transparency & Control: Enabled real-time task visibility, automated tracking, and greater accountability across all teams.
Technology
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Office Locations
Zamin Pallavaram, Chennai,
Tamil Nadu - 600117
Address
Sathankulam Road, Nazareth,Tuticorin,
Tamil Nadu 628617.
#5056 Claymont,
DE 19703, United States.
#20-11 Tong Eng Building,
Singapore 069 533.
Centre
Margoschis Road, Nazareth,
Tamil Nadu 628617.
Centre
North Main Road, Tirunelveli,
Tamil Nadu - 627007
Centre
Zamin Pallavaram, Chennai,
Tamil Nadu - 600117
Sathankulam Road, Nazareth,Tuticorin,
Tamil Nadu 628617.
#5056 Claymont,
DE 19703, United States.
#20-11 Tong Eng Building,
Singapore 069 533.
Margoschis Road, Nazareth,
Tamil Nadu 628617.
North Main Road, Tirunelveli,
Tamil Nadu - 627007
Sathankulam Road, Nazareth,Tuticorin,
Tamil Nadu 628617
#5056 Claymont,
DE 19703, United States.
#20-11 Tong Eng Building,
Singapore 069 533.
Centre
Margoschis Road, Nazareth,
Tamil Nadu 628617.
Centre
North Main Road, Tirunelveli,
Tamil Nadu - 627007
Centre
Zamin Pallavaram, Chennai,
Tamil Nadu - 600117