Pello Capital is a wealth management and stockbroking firm, which revolutionised processes and services to vastly improve customer and employee experiences. The traditionally slow-moving industry is often hampered by antiquated technology which leaves it struggling to innovate. Since buying out the company in 2017, CEO Daniel Gee and his partner Nick Josh have modernised the company, turning the industry on its head, while driving fast growth and profitability. 

A core part of Pello Capital's transformation was achieved through its use of Zoho One, Zoho's entire suite of digital tools. It quickly became integral to Pello’s business operations, with the company using Creator, CRM, Forms, Flow, Cliq, WorkDrive, Analytics, Desk, Sign, Projects, People and Expenses to run many daily aspects of its business, increasing efficiency, while also helping enable industry compliance.

Pello has seen significant return on investment. It has scaled hugely with the help of Zoho tools, with customers rising from 200 to over 10,500, and with just under 3,000 active users. Its assets under management began at £35m and hit over £750m in 2021. It is now handling 25-30k annual transactions in its trading department and has gone from 30m to three quarters of a billion assets in two years. 

Customer experience has improved with two new digital apps powered by Zoho and further innovation in customer and prospect engagement. Pello now matchmakes its customers to investments, acting as a marketplace, using data stored in Zoho CRM.

Zoho easily integrated with other software, bringing together data from all sources for analysis, delivering real-time key business metrics, and improving quality of information to act on. It prompts earlier actions to maximise opportunities or reduce potential challenges.

Pello switched from several alternative providers across other aspects of its business to Zoho as it realised the value it could gain for no additional cost, with all apps under one price-point per user. This delivered significant savings and reduced the time needed to manage and maintain multiple supplier relationships and contracts.

Daniel Gee custom-built several customer applications using Zoho Creator and Zoho's own scripting language, Deluge (alongside traditional CSS, JS node and Javascript). This includes Pello Spotlight, a corporate application, and Pello Marketplace, a retail consumer app which has already successfully transacted over £500m in investor applications in 2021, and has recently launched to the general public.

Pello recognises it is still in the early stages of transforming its business with Zoho. It will expand its use of Zoho's applications to further improve efficiency, customer experience, employee experience, productivity and marketing. It also plans to completely migrate to cloud-based solutions.

It will analyse customer sentiment and drive action to boost customer experience, further automate marketing, drive more efficiency and productivity and offer faster customer resolutions. It plans to introduce further Zoho tools to enhance customer outcomes faster.  

Pello will continue to use Zoho to help it present a modern alternative in the industry which offers a markedly superior customer experience as it pursues further success.