How Dezerv increases efficiency by 80% with Google Workspace and Gemini

Опубликовано 11 февраля 2026, 20:57

Featured in this video: Rishikesh Bhise, Head of Policy and Governance, Dezerv

Executive summary: Dezerv is a tech-led portfolio management firm serving India’s wealth creators: business owners, CXOs, founders, doctors, lawyers, and other professionals who face limited time, overwhelming investment choices, and a lack of credible, unbiased financial advice. Since its inception in 2021, Dezerv has relied on Google Workspace as the foundation for collaboration, security, and trust as the company scaled.

Using Google Workspace, Dezerv established professional credibility through custom-domain business emails and enabled real-time collaboration with Google Sheets and Google Drive. Google Calendar and Google Meet improved remote work, transparency and secure communication through high-quality encrypted calls. From a security standpoint, Dezerv uses Google Mobile Device Management and Single Sign-On to centrally secure employee devices and applications in line with CSCRF and ISO 27001 standards. As an early adopter of AI, Dezerv also rolled out Gemini across Docs and Meet, automating drafting, summarization, and meeting transcripts. These capabilities have significantly increased productivity, removed manual effort, and improved sales effectiveness, helping Dezerv build a more efficient, secure and modern wealth management platform.

Challenge: As a large wealth management company operating in a highly regulated environment, Dezerv needed to build trust, ensure strong security and compliance, and enable seamless collaboration across teams. At the same time, the company wanted to reduce manual work, improve productivity, and support sales and client-facing teams with better context and faster insights.

Solution: Dezerv standardized on Google Workspace to create a secure, collaborative operating model from day one. The company used Gmail with a custom domain, Google Drive, Sheets, Calendar, and Meet to streamline communication, collaboration, and remote work. To meet stringent security requirements, Dezerv implemented Google MDM and SSO for centralized device and access management. Building on this foundation, Dezerv adopted Gemini in Docs and Meet to automate content creation, generate instant summaries, and capture meeting transcripts, reducing manual effort and accelerating decision-making across teams.

Results: With Google Workspace and Gemini, Dezerv has significantly increased business productivity and efficiency. AI-powered drafting and summarization in Docs, along with automated meeting transcripts in Meet, have eliminated manual work and saved teams substantial time, driving efficiency improvements of more than 80%. The Sales team benefits from richer meeting context, helping increase conversions, while centralized collaboration and strong security controls support trust and compliance at scale. Together, Google Workspace and Gemini are enabling Dezerv to operate more efficiently, securely, and confidently as it builds a new way to lead wealth management in India.

What is Google Workspace → goo.gle/45BsE1W
Set up Google Workspace → goo.gle/4q8r3t1
Subscribe to Google Workspace → goo.gle/GoogleWorkspace

Try Google Workspace with Gemini → goo.gle/45FrVNh
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