Customer story
How a growing distribution firm runs its team on Spire
A mutual fund distribution firm with a team of RMs and back-office staff, working under a national broker. This is how it went from spreadsheets to one shared app.
₹600 Cr+
client assets tracked
600+
leads managed
15+
people using Spire
Before Spire
Leads and follow-ups lived in a spreadsheet-based tool, personal notes and chats. It was hard to see who had called whom, which leads had gone quiet, or which existing clients a new enquiry belonged to.
What changed
- The whole team moved to Spire for leads: every enquiry now has one owner, one next date and a full timeline.
- Hundreds of existing leads were linked to the client families they belong to, so each client's history shows new business too.
- Everyone opens Spire to Home: one daily list of what needs them, on their phone, and a notification bell for anything handed to them.
- RMs use Spire Saathi to find records and draft leads from quick notes, instead of filling long forms.
- Client families are grouped into tiers by AUM, each with its own review schedule.
How we work with them
Most of what Spire does today started as a request from this team — a field an RM kept missing, a view the owner wanted. We ship changes in days, not quarters, and we'll work the same way with you.