ELEVATE FROM A PORTFOLIO-CENTRIC VIEW TO A CUSTOMER-CENTRIC ONE

 


MANAGE YOUR RETAIL INVESTORS


Group all the holding of the customer together to gain insight into his investment. Group investments from family members to create a family view. Engage with customers to understand their investment goals. Use our cross-sell engine to suggest the relevant funds. Use our unique Profiler to define a data map for customer information capture.

 


MANAGE YOUR INSTITUTIONAL INVESTORS


Understand organizational hierarchy and map key contacts for institutional investors. Create a account management team with specific responsibilities. Create an engagement plan and monitor engagement level as the system automatically highlights the relationship depth with corporate customers with specific areas of improvement. Use the marketing solution for planning NFOs, investor meets, etc.

 


NURTURE AND GROW YOUR DISTRIBUTORS


 A significant part of your business comes from the distributors. Use the distributor management module to manage all aspects of partner relationships. The empanelment module helps you choose the right distributor. Use the account management tool to create an engagement plan for each distributor, update visit reports, and monitor engagement deviations. Manage partner’s request for marketing support through our marketing and collateral management app.

 

GAIN CONTROL OF CUSTOMER ENGAGEMENTS

 


PRECONFIGURED YET FLEXIBLE
SERVICE PROCESSES


Preconfigured service categories and workflows helps you get started immediately. Common service queries like ‘account statement’ ‘NAV queries’ etc. are automated, to free up time for your agents. Multi-level escalations, assignment and communication matrix ensures that you can configure your customer service processes the way you want it.


GET COMPLETE CONTROL OF THE
SERVICE PROCESS


Integrate all channels of customer communication and service in an unified service management process. Provide the same level of service through email, phone, web, SMS, chat, portals, etc. Proactive listing of social media helps you address grievances proactively. With outsourced RTAs, a majority of the service requests might go directly to the RTA. Gain full control of those issues with a bi-directional integration with RTA systems.


UNDERSTAND CUSTOMERS TO SERVE
THEM BETTER


Our unique Profiler solution guides you through the sequence of customer information capture, scores the information based on their importance and shows you the missing critical information. Our feedback management tool helps you listen to the voice of customers and define your customer service strategy accordingly.

To know more

 

 

OUR HAPPY CUSTOMERS