Once an investor, are they willing to re-invest into the other mutual fund products that you have in store? Mutual Funds help investors get their money to work for them rather than the other way around. Showing this value and identifying HNIs to trust and invest more money across different mutual funds of an AMC is what challenges marketers. A Customer Data Platform helps with discovery of investors with purchase and retention relevance.
Customer Data Platform for Mutual Fund
Build direct relationships with your investors and HNIs, using a CDP. Find out more.
Investors’ ability to diversify investments and allocate investments to equity has increased. But, as marketers, are you able to capitalize?
With a CDP, you can identify opportunities through existing data insights; and create value for clients through data that spans the trading workflow. Implementing a CDP also enables investment professionals to see, analyze and act on opportunities spotted via analytics and the insights engine. AMC marketers have been able to stream fragmented information across disparate systems, such as separate portfolio management systems (PMS), order management systems (OMS), execution management systems (EMS), and risk management systems into a single platform.
At a micro-level, a marketer struggles to reveal the identity of anonymous consumers, find opportunities to personalize campaigns, add relevant and real-time information for better engagement, and most of all, enhance the existing degree of customer experience. These challenges together handicap the brand’s full potential to enhance customer engagement, retention, and acquisition. FirstHive as a Customer Data Platform is equipped to solve the generic customer data problems.
Converting folio numbers into real customer identities
We made it easy for Asset management companies to interact with existing and potential investors at every of point-of-transaction by: