Mutual Funds

Mutual Funds

Avoid Dependence on Registrar Systems and Gain Control to Provide an End-to-end Customer Experience

Mutual Funds2018-03-23T10:15:04+00:00

With various investment options available for a customer, the mutual-fund industry is faced with challenges of customer acquisition, retention and profitability through increased volumes.

With a move towards customer-centricity in the digital era, mutual fund organisations are leveraging Talisma’s Digital Platform to gain business insights for strategic decision making from client accounts and  information to provide superior levels of customer service, gain new sales opportunities, effectively manage portfolio’s and lower IT costs.

Talisma gives you the power to effectively resolve customer issues faster, keep track of previous customer interactions and meet compliance requirements and prevent fraud by meeting your regulatory norms all on a single platform. The Talisma robotic application framework helps in better customer understanding, based on their spending behaviour and goals to recommend the right investments for their portfolio.

View Customers as Investors Rather Than Folios

On the service side, the solution helps avoid dependence on registrar systems and gives complete control to provide end-to-end customer experience with superior functionality. Pre-built, real-time connectors to all leading registrars, folio based view of customers, pre- defined SLA’s with escalation matrix and industry specific customer service reports helps bring in service side efficiencies.

View Customers as Investors Rather Than Folios

On the service side, the solution helps avoid dependence on registrar systems and gives complete control to provide end-to-end customer experience with superior functionality. Pre-built, real-time connectors to all leading registrars, folio based view of customers, pre- defined SLA’s with escalation matrix and industry specific customer service reports helps bring in service side efficiencies.

Manage Both Direct, Channel and Institutional Sales Over Browser and Mobile.

Talisma sales module helps you manage both the direct and distributor channel for retail and institutional sales. With connectors to all leading registrars to analyse actual transactions, sales planning (Non-Revenue) and sales target setting with pre-built roll-up and roll-down views you get a single view across the entire sales functioning. You also get predefined performance dashboards with both product and sales rep views, sales expense management, an automated lead management system and built-in performance metrics.

Leverage Investor Information to Better Segment and Profile Customers for Profitability

The Marketing module helps you effectively communicate with investors as a persona rather than portfolios for improved targeting of customer communication based on their overall investments and ensure a healthy ROI on your campaigns. Combined with Talisma Social you can listen to your brand conversations across the web, run social marketing campaigns and gain actionable intelligence to effectively leverage your social and digital presence.

To know more on how the Top 5 Mutual fund organisations leverage the Talisma Digital Platform talk to us.

Leverage Investor Information to Better Segment and Profile Customers for Profitability

The Marketing module helps you effectively communicate with investors as a persona rather than portfolios for improved targeting of customer communication based on their overall investments and ensure a healthy ROI on your campaigns. Combined with Talisma Social you can listen to your brand conversations across the web, run social marketing campaigns and gain actionable intelligence to effectively leverage your social and digital presence.

To know more on how the Top 5 Mutual fund organisations leverage the Talisma Digital Platform talk to us.

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