Case Studies

Helping India Understand Finance

About the Customer

The organization is one of the world’s leading finance solutions companies offering businesses, individuals and institutional clients a wide range of financial products and services that include retirement solutions, insurance, wellness programs, and investment & banking services.

Our Diagnosis

• Launch one of its most profitable ventures in India. The product is a novel concept and a one-of-its-kind solutions available in India
• Customer education was extremely critical to the success of this venture to ensure the concept was easily understood in the Indian context
• As a new business line, fresh content for Indian consumers was to be made available

Our Strategy

• An in-depth research-led approach to understand the Western concept in detail and indigenize by placing it in India’s cultural and economic context
• Further localizing the context to suit the diversities of the Indian markets while retaining the global essence of the offerings
• Offshore assignment model in close collaboration with the US team since the concept was new to India and was the Company’s first step to introduce its bouquet of services
• Process-driven outsourcing model that adhered to global brand guidelines

Our Approach

• Original, comprehensively researched content was created, designed and uploaded. The content was localized to suit the Indian context, educate audiences about the new concept while adhering to the Company’s global benchmarks
• Created numerous online self-help tools such as calculators and whitepapers that enabled the audience to experience and evaluate the concept
• Design that created a synergy between the global marketing and communication standards of the Company
• Robust backend technology that not enabled smooth and easier surfing while supporting the online self-help calculators efficiently
• Close co-ordination with the Indian team and the Company’s headquarters in the US to create the website incorporating the assigned parameters and adhering to the stringent delivery schedule

Resulting Benefits

• Corporate website went live in 45 working days, showcasing an effectively and efficiently executed offshore assignment
• Content that competently educates the audience with the aid of the various online self-help calculators and whitepapers
• Evolving India-specific content from elementary concepts to advanced levels of understanding of the same