How Taurus Capital Streamlined Financial Operations With Zoho Creator: A Success Story

20.09.24 08:33 AM By Kim

Taurus Capital, a proud member of the Bridging Finance Association of South Africa, is a specialist financial services company offering expert bridging and advisory solutions, including Road Accident Fund Bridging, Property Bridging, and Attorney Advisory services.

Since 2016, they have built a reputation for fostering long-term partnerships and creating generational wealth for their clients. Their unique approach goes beyond traditional funding; they provide solutions that deliver peace of mind while making a meaningful difference in the lives of their clients and partners. With a dedicated team of industry-leading experts, Taurus Capital ensures responsible, trusted financial support

The Challenge

Taurus Capital required a solution to streamline their client management, fee calculations, and bank statement imports.

They wanted to create a seamless process for reconciling receipts and finalising transactions. Additionally, they needed a robust system to generate professional statements and automate transaction monitoring, ensuring timely notifications for their clients.

The Solution

DSL Telecom's team of Zoho software experts set to work on implementing a tailored solution using Zoho Creator to meet the needs of Taurus Capital. Given its customisablity and ability to generate professional statements, Zoho Creator was selected as the preferred platform for this project.

The core of the solution was a loan management system with a calculation engine housed in Zoho Creator. This engine automatically imports new transactions from Zoho CRM, calculates fees, allocates journal entries and receipts, and provides a consolidated view of assets and transactions to deliver a comprehensive, automated financial tracking system.

Industry Type: Financial Services

Type Of Business: Privately Held

Headquarters: Johannesburg

Employees: 31

Zoho Applications That Helped Us:

Zoho Creator

Zoho CRM

The solution began by syncing Zoho Creator and Zoho CRM, allowing all transactional records to be imported seamlessley. Automated daily schedules were set up to calculate claims and fees, and a receipting function with journal entries, such as credit notes, was integrated.

Customised HTML pages were developed to generate statements that could easily be sent to clients, while advanced reporting capabilities provided deeper insights. Finally, a robust monitoring system was built using custom modules, workflows and email automation to ensure all transactions were tracked effectively.

In summary, DSL Telecom and Zoho Creator helped Taurus Capital streamline their financial processes, automate tasks, and improve client communication. With this application, they now operate more efficiently and can focus on serving their clients better, solidifying their reputation in the South African financial bridging industry.

To get the most out their Zoho software investment, Taurus Capital also signed up for a DSL Telecom Customer Success Plan, ensuring they receive top-notch support and expert advice.

Testimonial From Taurus Capital

''DSL Telecom provided exemplary service throughout our journey to develop a sophisticated Loan Management System in Zoho Creator. Their exceptional problem-solving skills and ability to translate complexity into a streamlined, efficient, and fully functional application have elevated Taurus Capital's business operations. Their professionalism, competence, and commitment, have made DSL Telecom a trusted partner in our growth and success.''

- Sam Cohen, Systems Engineer

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