A premier mutual fund management company faced challenges in addressing customer inquiries efficiently, leading to delays and inefficiencies. Sonata assisted in building an integrated customer service management system using Dynamics 365 Customer Service On-Premises. The implementation resulted in reduced turnaround time for query resolution, better manpower planning, and seamless integration with other systems for a 360-degree customer data view.
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Sonata has helped a global claims management firm improve customer processing, scalability, and security. The firm faced challenges with its fragmented system for handling the first notice of loss (FNOL), which led to delays and poor customer experience. Sonata created a robust platform for handling FNOL reports, compliant with regulatory requirements, and enhancing security.