Pune, 411014,
India
AIF & PMS Experts India Technographics
AIF & PMS Experts India Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by AIF & PMS Experts India and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 20 AIF & PMS Experts India employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that AIF & PMS Experts India has purchased the following applications: Tidio Live Chat for Chatbots and Conversational AI in 2022, Zoom for Audio Video and Web Conferencing in 2021, Corefactors AI CRM for CRM in 2024 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems AIF & PMS Experts India is running and its propensity to invest more and deepen its relationship with Tidio , Zoom Video Communications , Google or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing AIF & PMS Experts India revenues, which have grown to $2.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for AIF & PMS Experts India intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
AIF & PMS Experts India Tech Stack and Enterprise Applications
AIF & PMS Experts India AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Tidio | Legacy | Tidio Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2022 | 2022 |
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AIF & PMS Experts India Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2021 | 2021 |
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Collaboration | Collaboration |
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2020 | 2020 |
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AIF & PMS Experts India CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Corefactors | Legacy | Corefactors AI CRM | CRM | CRM | n/a | 2024 | 2024 |
AIF & PMS Experts India implemented Corefactors AI CRM in 2024 to give its advisory team an easy to navigate CRM that reduced manual tasks and automated workflows. The Corefactors AI CRM deployment concentrated on CRM/client management and lead nurturing for wealth and advisory services, with configuration emphasis on contact management, pipeline tracking, activity logging, and task automation rather than portfolio or investment management modules. This implementation aligns with the CRM category functional workflows for client lifecycle orchestration and sales pipeline automation.
Rollout was centered on the firm’s India offices and targeted advisory operations, enabling advisors to standardize client data and streamline client engagement processes. Governance changes focused on workflow automation and standardized activity capture to reduce manual data entry and route tasks within advisory workflows, while preserving the implementation scope to CRM and process areas. The project helped the firm manage client relationships and scale operations from its India offices through automated workflows and reduced manual effort using Corefactors AI CRM.
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Marketing Automation | CRM |
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2020 | 2020 |
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Tag Management | CRM |
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2020 | 2020 |
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AIF & PMS Experts India PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2020 | 2020 |
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AIF & PMS Experts India IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Content Delivery Network | IaaS |
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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at AIF & PMS Experts India
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by AIF & PMS Experts India Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||