Managing numerous fund houses and member records using disparate systems led to repetitive manual tasks, information duplication, and an inconsistent client experience. The lack of a centralized management system affected decision-making and hindered communication between clients and internal staff, ultimately impacting overall service quality.
Eclantiqx developed a unified portal that consolidated all member services, including onboarding, document management, transaction tracking, and claims handling. The solution enabled secure member logins, allowed staff to manage client records in a centralized system, and provided self-service features for members to check their holdings and update their information. Real-time dashboards and automated reporting improved transparency and efficiency.
