More than 1,500+ customers rely on Round Infinity to drive transformations in customer engagement, customer service & operations. Typically, customers go live in a couple of days, all by themselves.

Customer Industry
Business Challenge
Success Story
Customer Self-Service: Loan Requests
Allow customers to raise loan requests & attach supporting documents in a self-service manner. Automate credit decision & approval workflows using intelligent routing and work automation. Automatically keep customer informed at each stage of loan processing.
Private Equity
Manage Investment Process
Manage entire investment process, workflow & documentation from allowing companies to raise investment requests, to evaluation, to approval, to final negotiation, to fund release. Allow investee companies to upload monthly metrics & request management approvals. Auto-generate monthly performance analytics.
Contact Centre - 360 Degree Customer View
Provide BPO agents with a CRM that provides 360 degree view of the customer by allowing to push data into Round Infinity from customer's legacy CRM & policy order management system. Implement workflows to complete underwriting of policies.
Financial Services
Customer Self-Service: Messaging Based Support
Transform customer care from voice calls to mobile messaging. Embrace Answer Bots to allow machines to respond, to cut down on number of agents and to provide 24/7 service to customers.
E-Commerce Retailer
Customer Self-Service: Omnichannel
Scan, in real-time, customer Facebook handles, Twitter handles, incoming phone calls, SMS & support emails. Apply sentiment analysis on all calls & conversations and automatically create tickets & assign priority. Track SLA & escalate if late.
Electric Appliances Manufacturer
Customer Self-Service: Installation & Demo Requests
Allow customers to raise queries, complaints, installation & demo requests. Perform skill based routing & assign to field staff for closing. Allow field staff to check inventory data & generate service reports from the site.
Cars Manufacturer
Vendors Management
Establish a Vendor Management Portal to share forecasts with vendors, generate & approve purchase orders, share delivery schedule, share dispatch details, share goods received confirmation, upload invoice & share payment status.
Outlets Order Management
Allow sales executives to capture orders & stock position from their mobile phones for each outlet . Auto-assign, in real-time, to appropriate distributor for fulfilment based on stock availability. Track SLA & delivery status of the order.
Utilities Provider
Customer Self-Service: Complaints & Outage Requests
Allow customer to raise requests, complaints, appointments and outage requests for electric & gas operations. Route requests to skilled staff, proactively notify the customer & track SLAs. Auto-generate service reports.
CRM & Customer Engagement
Allow school administrators to broadcast messages, documents, events, homework, report cards, etc. to parents & internal staff. Allow parents to securely access these content & initiate private conversations with school teachers & staff.
Legacy System Innovation
Hampered by redundant systems that created paper-based processes, the customer needed to transform and digitalize its key 150+ processes to continue to provide the level of outstanding citizen service for which they are known.
Contact Centre - Outbound Calls
Establish a CRM, with an automated in-built dialler facility, for outbound calling of renewal premium, welcome calling & reminders for lapsed policies. Provide workflows & reporting capabilities for distribution, monitoring and control of work.
Legal Case Management
Organize & upload critical data related to a case in one place. Allow customers to upload documentation, make payments & securely interact with lawyers. Auto-generate invoices & case reports. Auto-send reminders to customers.
Preventive Health Care Laboratory
Customer Self-Service: Appointment Booking
Allow customers to select health check plan & book appointment for home visit. Assign ticket to collection agent based on location of customer. Allow lab doctor to enter test results. Auto-generate test reports and email/SMS to customer.
Vehicle Glass Repair
Field Service
Efficiently manage 1,000+ on-site service calls received per day. Push these service calls to Round Infinity from customer's in-built CRM. Eliminate paper-based processes and improve routing, tracking, invoicing and on-site customer experience.
Customer Self-Service: Appointment Booking
Allow patients to book hospital visit appointments in a self-service manner. Assign, in real-time, to appropriate doctor based on purpose of visit & doctor's availability. Auto-generate invoice & medical reports and email/SMS to customer.
Customer Self-Service: Quality Service Inspection Requests
Allow B2B customers to raise inspection requests. Assign, in real-time, to surveyors based on educational qualifications, skills & availability. Allow surveyors to capture photos & readings from site. Auto-dispatch reports to customers.
Accounts Payable Automation
Automatically validate invoices submitted by suppliers through email. Leverage OCR bots to read emails & auto-validate invoices by comparing data in supplier invoice with approved purchase orders. Send auto-approved invoices to finance.
Customer On Boarding
Moving away from paper forms, allow customers to open new accounts online and enable them to save a partially completed application and return to it later. Move the request through account approval process and track SLAs.
Housing & Construction
Customer Self-Service: Payments
Allow customers to enter details & upload documents related to property transaction & make payment. Automatically generate allotment letter, welcome kit, invoice, billing plan & receipts, and digitally send to customer over an email.
IT Services & Consulting
Business Expense Processing Automation
Digitize approval of travel expense & other business expenses claims raised by employees. Leverage OCR bots to auto-extract text from claim receipts & match with claim request. Validate claim amount with permissible limits of employee.