B2 Digital Agency

BACKGROUND

Please describe your company and position.

I am the Director of Rakshana Finances

Describe what your company does in a single sentence.

We are an accounting firm, specialising in wealth management.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire B2 Digital Agency Ltd to accomplish?

• Centralised Portfolio Management
• Report Automation
• Automatic Maturity Renewals

SOLUTION

How did you find B2 Digital Agency Ltd?

Referral

Why did you select B2 Digital Agency Ltd over others?

• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from B2 Digital Agency Ltd were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Key Deliverables

Data Input and Processing

1. Sort & Update current database entries with new information
2. Fetch data from multiple sources (Excel files and manual entry)
3. Handle two distinct investment categories with separate processing workflows

Client Management

1. Input, Retrieve, Display client identification details including all associated investments
2. Maintain client profiles with complete financial portfolio data

Investment Tracking

1. Track Fixed Deposits with maturity dates, interest rates, and principal amounts
2. Calculate and convert maturity terms from months to exact calendar dates
3. Track due dates and monitor investment maturity timelines.
4. Create comprehensive PDF reports for clients and internal use

Automation and Notifications

1. Automated Workflow Management
2. Archive overdue items
3. Send automated email notifications for upcoming maturity dates
4. Set up reminder systems for important financial deadlines
5. Implement alert systems for time-sensitive actions

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

100% Success in Centralisation

64% Reduction in Reporting Overhead with automatic report generation

50% Increase in Productivity, more time spent on client relationships

improved Client Response Times.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Excellent project management, received regular updates and demos according to previously agreed milestones.

Always on time and timelines were reasonable. They provided me a dashboard to view all the updates. 

Overall responded reasonably to all my inputs and gave me good suggestions. Really knowledgeable.

What was your primary form of communication with B2 Digital Agency Ltd?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Their approach, very professional and human. Their suggestions for all my sometimes overly complicated requirements were commendable. Value for money, and great work ethic. 

Are there any areas for improvement or something B2 Digital Agency Ltd could have done differently?

Not really, as I previously said, they streamline everything.