Invest Banking Sector - Case Study

Investment banking services wanted a robust solution that would help them manage and negotiate term sheet covenants for financial instruments like NCD (Negotiable Certificate of Deposit) or CP (Commercial Paper) for their clients.

Requirements met by Zoho Office

Collaboration and review features for their contract and deal negotiations with the counter-parties.
Comment and Track Changes to negotiate the term-sheets and collaborate on the financial covenants
Rebranding and custom domain for the embedded editor.

Benefits

Zoho Editor integration significantly reduced the turn around time of legal document collaboration involving various counter parties like Client, Law-firm, Investor, Auditors etc., to execute the debt transaction.

Case study Link Here

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