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Partnership · Enterprise Software & IT

Motilal Oswal deploys Zoho enterprise platform to unify records

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Date
Company
Zoho
What it does
Cloud software suite for businesses
Kind
Partnership
Based in
Chennai
Founded
1996
Sector
Enterprise Software & IT

What they do

Zoho provides a comprehensive cloud software suite with more than sixty applications spanning customer relationship management, productivity, and data…

What happened

Motilal Oswal Financial Services deployed Zoho across fifteen business verticals to unify over ten million daily customer records for more than ten thousand…

Why it matters

The enterprise implementation integrates multiple Zoho applications to establish a refreshed Customer 360 view while maintaining strict regulatory data…

The details

  • Financial services provider Motilal Oswal Financial Services has rolled out enterprise software from Zoho across 15 distinct business segments.
  • The massive deployment integrates customer information for upwards of 10,000 internal users working within wealth management, mutual funds, and insurance.
  • Zoho DataPrep handles the heavy lifting by processing over 10 million customer records every single day and roughly 1 billion rows monthly.
  • The technology stack relies heavily on Zoho CRM Plus to drive daily engagement, alongside Zoho Desk for automated customer support workflows.
  • Additional tools deployed include Zoho Cliq for secure internal team collaboration and Zoho Directory for centralized identity and access management.
  • Implementation support and delivery were managed in a phased rollout alongside partner Fristine Infotech following multiple proof-of-concept tests.

The bigger picture

  • Large financial institutions frequently struggle with siloed consumer information spread across divergent legacy databases and operating systems.
  • The collaboration allows relationship managers to view refreshed data daily while strictly respecting the internal regulatory boundaries of each distinct financial vertical.

About the business

  • Zoho designs and builds an extensive cloud-based software suite tailored for organizations ranging from early-stage startups to large global enterprises.
  • The flagship offering, Zoho One, functions as an operating system containing more than 50 interconnected business applications.
  • Core products include CRM for sales pipelines, Books for accounting, Mail for secure correspondence, and custom app builders.
  • The company generates revenue strictly through software subscription license fees rather than relying on advertising or data monetization models.
  • Operations span globally, serving over 150 million users across more than 150 countries with an internal workforce exceeding 19,000 employees.
  • Infrastructure management involves proprietary data centers worldwide, backed by decades of sustained internal research and development spending.

The deal

Type
enterprise deployment

Founders

  • Sridhar Vembu, Founder and CEO

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