Customers in Financial Services Industry

We have helped Financial Services companies leverage the Zoho suite of apps to keep track of leads, sales pipeline, client details including financial goals, assets, liabilities, insurance, cash flow, legal and tax information, activities along with a variety of awesome reports and dashboards.


The Howard Group Inc.

Line of Business: Provides investor outreach and capital markets programs.

Country: Canada


29K Investment Advisers Pvt. Ltd.

Line of Business: A SEBI registered Investment Adviser.

Country: India


Moran Financial Solutions

Line of Business: An independent insurance agency serving the state of Florida.

Country: United States


Arohan Financial Services Limited

Line of Business: A leading Non-banking financial company.

Country: India


Findola Wealth Management Services Private Limited

Line of Business: Mutual fund distributor.

Country: India


Alfa Asset Management (Europe) S.A.

Line of Business: Luxembourg-based licensed portfolio management company.

Country: Luxembourg



Line of Business: Provides insurance services.

Country: United States

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