Fork-Tech digital transformation project increases Rumberg Capital sales forecast by 2.5 times

2025: Conducting a comprehensive analysis of business processes

Fork-Tech conducted a comprehensive analysis of Rumberg Capital's business processes aimed at improving sales efficiency and optimizing customer onboarding. The developed recommendations on process automation and the proposed technical solution will increase the company's sales by 2.5 times. Fork-Tech announced this on March 31, 2025.

Rumberg Capital specializes in the development of structural products for financial institutions and private investors and is a Bank of Russia-accredited management company of specialized financial societies, where an investment idea is emerging and being implemented.

Fork-Tech was tasked with covering the analysis of key aspects of Rumberg Capital's operations, including the processes of creating and selling three types of products, supporting the product infrastructure, documentary operations in the release of products, and mechanisms for interacting with customers and counterparties. Fork-Tech specialists have developed a detailed map of current processes and proposed a target model taking into account possible improvements and the introduction of technologies.

During the project, a scheme of the company's business processes was created, a technical solution was proposed with a list of necessary improvements, recommendations for the classification and unification of products were formed, and a role model was developed for working in the new system. For the sales unit, Fork-Tech recommended the implementation of a CRM system that allows you to automate work with distributors and customers, standardize the sales process and ensure the collection of analytical data. Measures have been proposed to create a sales pipeline that includes metrics, customer standards and a deal management system.

Optimization also affected onboarding processes. It was proposed to expand the functionality of the CRM system by creating KYC document templates, creating product infrastructure objects and storing documents in a centralized system. Together with Rumberg Capital, a roadmap for the implementation of changes for 2025 was developed, including a list of measures and deadlines for the implementation of the technical solution in the context of key business functions.

Based on the results of the consultations, Fork-Tech predicts an acceleration of business processes and an increase in key customer performance indicators. Optimizing customer experience will result in a 25% increase in lead-to-deal conversions. Automation of onboarding processes will increase the number of operations performed by 50%, and CRM implementation will reduce operating costs by 30%.