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How Diddi & Co. Chartered Accountants Revolutionized Client Onboarding with PlanetVerify

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Diddi & Co. is an Indian Chartered Accountant firm that provides a comprehensive suite of solutions including accounting, virtual CFO, PF registration, copyright registration, and tax registration. The firm serves thousands of clients across Telangana.

The team at Diddi & Co. was wasting many hours per week chasing clients for their documents and information. During the client onboarding process documents and information were collected through a mish-mash of WhatsApp, email, phone, and in-person meetings. Client documents were then stored in a number of possible locations – making them difficult to locate. These inefficient document collection processes were leading to a number of challenges for Diddi & Co.:

  • Inefficiency – many hours wasted by the team each week.
  • Client experience – new clients were subject to an unsatisfactory client onboarding process as documents were collected in piecemeal fashion.
  • Security – collecting client documents via email, WhatsApp etc. opens the door to security risks.
  • Data compliance – with the area of data protection growing in India, Diddy & Co. were leaving themselves open to potential compliance issues.


The goal for Diddi & Co. was to find a new way to collect client documents and information. 

 

At a glance:

Challenge:
  • The team was wasting hours per week on legacy – time-consuming and insecure – client document collection activities.

Solution:
  • Established PlanetVerify as the new and only way to collect client documents and sensitive information.

Results:
  • Client onboarding time reduced by 74%.
  • Manual task elimination.
  • Secure ISO 27001 accredited client onboarding process.
  • Data compliance.
  • On-brand and professional client experience.
 

Solution

  • Automated Process: Using PlanetVerify’s cloud-based solution, the entire client document collection process became automated with clients receiving regular reminders until the application was complete.
  • A New Way: Instead of collecting client documents through various channels like WhatsApp, in-peron, and email, PlanetVerify was established as the new and only way to collect client documents at Diddi & Co
  • Central Dashboard: The team at Diddi & Co. can now manage all client onboards from a single, centralized location.
  • Compliance Management: PlanetVerify’s compliance tools enable Diddi & Co. to conduct real-time privacy audits to ensure they meet data compliance requirements.

    • “PlanetVerify opened our eyes to a new way of doing business. The implementation was simple, but the results were powerful. PlanetVerify has revolutionized client onboarding for us.”

    Saidule Diddi, Diddi & Co. Chairman

    Results

    PlanetVerify transformed client onboarding at Diddi & Co. Chartered Accountants.

    • Efficiency: Client onboarding time was reduced by 74% as the team no longer had to waste any time chasing clients for documents.
    • Automation: Manual and legacy tasks like email, in-person document collection, and ad hoc phone calls were eliminated from the client onboarding process.
    • Security: Diddy & Co. increased the security of their client onboarding process by establishing PlanetVerify’s highly secure, ISO 27001 accredited platform as the single way to collect client documents and information.
    • Client Experience: Instead of unscheduled, ad-hoc communication, clients are now sent an automated, on-brand PlanetVerify link containing regular reminders until the client completes the document and information submission process. Crucially, clients can now share documents via mobile device or desktop.
    • Compliance: Diddi & Co. are fully compliant with data privacy regulations and have real-time visibility into the data they store on clients through the PlanetVerify dashboard.

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    • Launch a better, safer alternative for an email to collect, handle, and organise client documents and sensitive information.
    • Meet Data compliance requiements.
    • Transform the client onboarding experience.

    Tired of manual onboarding and verification processes?

    Schedule a quick consultation with our solutions experts to explore ways PlanetVerify can help you digitize and secure your onboarding and verification process. Simply leave your details below, and we’ll do the rest!