|
Topic |
Description |
|
KB Creation Date |
29th Dec 2023 |
|
Account Name & list of all ORGIDs |
Motilal Oswal Financial Services Ltd |
|
Customer point of contact Phone and Email |
Manoj Chilukuri |
|
Customer business type (Example: Education, Fintech, insurance etc) |
Financial Services |
|
Account hosted on dedicated infrastructure (managed by LS OR customer) |
Dedicated (Managed by LS) |
|
TAM Engineer Phone & Email |
Kiran Jadhav – kiran.jadhav@leadsquared.com |
|
LS KAM – Phone and Email |
Pravriti Sharma |
|
LS PS – Phone and Email |
Kewal Shah |
|
Are we sending (MSR)month Support Stats / quarterly report to customer? |
Monthly |
|
Cadence call occurrence day? |
Tuesday |
|
Core features used by customer |
Forms, Lapps, Batch, Custom Apps, Mavis |
|
List of third-party integrations in customer accounts. |
Integration with Ekyc (In house MOSL) is done where the data is first sent to EKYC for generating the ID and the same is sent to LSQ as Lead ID |
|
List of custom implementations in customer accounts. |
1. EKYC Integration – When lead is signed up the details are pushed to EKYC for verification and later sent to LSQ for updation 2. Batch Job: 5PM batch job is used to distribute the available set of leads to the user whose quota is not fulfilled 3. Custom Apps are used for Churn process with Agami API 4.Multiple Lapps are used to Encryption/decryption and validation of data.
|
|
Top 5 issues/queries we receive from this TAM account. (With or without Ticket id optional) |
1. Issue with Churn 2. EKYC ID is null for some leads 3. Lead distribution is not uniform 4. Automation didn’t trigger 5. Manage list – List creation taking time
|
|
Additional Note |
Most of the issues are tagged to EKYC team and Agami team but however sometimes we have lapp time out error due to delay in responses from Agami’s end |
Motilal Oswal – Account Information
2 min read
Hi Team,
Please find below the latest basic details about Motilal Oswal Account:-
