Aekot
visit site- $10,000+
- 10 - 49 employees
- Bengaluru, India
Client Insights
Industry Expertise
This provider has not added their industry expertise.
Client Size Distribution
Small Business (<$10M) 60%
Midmarket ($10M - $1B) 25%
Enterprise (>$1B) 15%
Common Project Size
$50K-$199K 1 project
Clients
This provider has not added their key clients.
Highlights from Recent Projects
Aekot was hired by a wealth and portfolio management firm to set up and enhance their Salesforce system. The company, led by their CRM Manager, sought out Aekot based on their high ratings, good value for cost, and alignment with company values. Aekot was found through a referral and a cold email. The project team consisted of 2-5 employees from Aekot. The scope of work included opportunity management, account management, relationship management, portfolio management, onboarding and offboarding, and document exchange and business automation. The project was a success, with Aekot delivering on all key deliverables, resulting in a more efficient and streamlined wealth management system for the firm.