Plutus, an SMSF financial services firm with teams in Australia, India and the Philippines, relied on spreadsheets for complex calculations and manual proposals. Relevate built a bespoke Zoho CRM system with secure data capture and automated proposal generation, giving Plutus a single source of truth for client data.
THE CHALLENGE
Plutus is a financial services firm specialising in self managed super funds (SMSFs), with teams based in Australia, India and the Philippines. Their processes relied heavily on spreadsheets for managing complex financial calculations and structuring client data. Staff would manually enter information across multiple sheets, then assemble proposals and compliance documents by hand. This approach was not only time consuming but also error prone, creating risks in an industry where accuracy and compliance are critical.
Plutus needed a system that could handle the sensitive, data heavy nature of financial services while automating client onboarding, data collection and proposal generation. The goal was to move beyond spreadsheets to a robust, secure platform that supported both their local and overseas teams.
THE SOLUTION
Relevate partnered with Plutus to design a bespoke financial services system within Zoho. At the heart of the build is Zoho CRM, customised to manage the entire client journey from initial enquiry to ongoing reviews. The platform captures extensive financial data securely, with encryption applied where necessary and feeds that data directly into branded proposal templates.
Automated mail merge functionality means proposals can now be generated and delivered to clients quickly and accurately. The system also supports fact finding workflows, ensuring advisers gather all necessary financial information in a structured way before creating the final recommendations. With this system in place, Plutus will have a single source of truth for all client data, replacing reliance on spreadsheets and enabling greater efficiency.
THE OUTCOME
Plutus now has a secure central hub for client data replacing their reliance on spreadsheets. Proposal generation has been automated through branded mail merge templates, reducing manual effort and improving accuracy. With the system about seventy percent complete, the business is already benefiting from structured workflows and greater efficiency. Once finalised, the platform will streamline fact finding, annual reviews, and compliance, providing a scalable foundation for future growth.
If your organisation is facing similar challenges or is interested in exploring digital transformation, email us how we can help you achieve your goals.
