Huayu Fintech Co. Limited/華裕金融科技有限公司

Company profile

Huayu Fintech Co., Limited is a leading player in the fintech industry, specializing in a variety of financial-related businesses. These include private equity fund operations, equity investment and management, and outsourcing services entrusted by financial institutions. The company also provides additional services such as marketing planning, financial information consulting, business consulting, and legal consulting, covering a comprehensive range of peripheral services linked to the financial sector.

Industry: Fintech

Team Size: 50-200 Employees

Hosting: Odoo.sh Cloud

Locations: China

Challenges Faced

As a rapidly evolving fintech company, Huayu Fintech faced several challenges that required digital transformation:

• Complex Investment Management: Managing various private equity funds and investments efficiently while ensuring transparency and compliance.
• Integration of Consulting Services: Streamlining the integration of financial, business, and legal consulting services into a unified platform.
• Data-Driven Decision-Making: Implementing systems that provided actionable insights to support investment and business consulting decisions.
• Client Relationship Management: Managing a broad range of clients across different services, ensuring smooth communication and satisfaction.

Odoo Implementation

Key Features Implemented

• Investment Management to track and manage equity investments, private equity fund performance, and client portfolios.
• Consulting & Project Management to streamline business and financial consulting services, including project tracking and reporting.
• CRM & Sales to manage client relationships, track opportunities, and support the sales process for consulting and financial services.
• Accounting & Finance to centralize financial data, ensuring accurate invoicing, financial reporting, and compliance with regulatory standards.
• Business Intelligence & Reporting to provide real-time insights into financial performance and investment returns, aiding decision-making.

Business Benefits

Operational Efficiency

• Streamlined investment management processes, reducing administrative overhead and improving investment tracking and reporting
• Integrated business and financial consulting services, making it easier to collaborate across departments and serve clients effectively

Financial Control

• Improved financial reporting and budgeting processes, providing real-time insights into fund performance and financial health
• Enhanced regulatory compliance and audit readiness, ensuring accurate and timely reporting

Client Relationship Management

• Improved client communication and relationship management, ensuring timely responses and better service delivery across different consulting areas
• Enhanced visibility into client needs and preferences, enabling more personalized service offerings

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