About Us

Domain Specialists

We are financial services specialists who bring an acute understanding of the capital markets domain, its customers and its challenges around customer service and engagement.

We have lived through information silos; low quality analytics; poor customer intelligence. We understand the frustrations around information opacity, missing intelligence, and passive data-feeds with little insight or intelligence. We strongly believe in demystifying complexities and creating simplicity. We have brought all our experiences and learnings to create for you something truly amazing!

Winning the Usability-Capability-Accountability challenge

We have given this a lot of thought and with InsightsCRM we strongly believe we have laid the foundation for something truly special across several industry verticals. Our overzealous focus on user-centricity, while ensuring a deep appreciation and understanding of complex workflow challenges of each customer segment, allows us to drive greater participation and accountability across an organization. A truly “Ikigai” moment in the world of software engineering and customer engagement!

Complex challenges do not require complex solutions

The world of CRMs we have often seen that over-engineered solutions that fail to meet the specific needs that were originally defined is a common occurrence. We believe complexity must be met with simplicity when designing a solution for our clients. We have endured greatly over the years to simplify as opposed to complicate. With InsightsCRM we believe we have raised the bar on simplifying workflow solutions, that drives engagement and participation of the user base on the platform.

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Thought Leadership