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Gone are the days when people preferred paper communication. Today
e-mail and SMS rule and mobile phones have caught up like wild
fire. This evolution in lifestyle has opened up newer business
opportunities.
As an Financial Advisor/Consultant, customer servicing is of paramount
importance. Clients carefully evaluate the benefits of dealing
with an advisor, before choosing whom they do business with. To
keep yourself ahead in this race you need to be Extraordinary
and Innovative in your approach towards customer servicing. |
Investwell SMS reads your Investwell Software
database, process the information and automatically sends SMS
to your customers on their mobile phones be it GSM Based, or CDMA
Based (Airtel, Vodafone-Essar, BPL, BSNL, MTNL, Idea or Reliance
etc.)
- CRM
(Customer Relationship Management)
Financial Services selling is a lot about building customer
relationships. A greeting from you to your customer on those
special occasions brings a smile on his face. With Investwell
SMS, you can configure your system to send greeting messages
to your customers on their birthdays or wedding anniversary.
- Investment
Monitoring
You can keep your customers informed about their current valuations
based on the latest NAV for the various schemes they have invested
in, automatically and in great style. In the bargain you end
up saving expenditure on courier charges and print-outs.
Through Investwell SMS you can provide the following services:
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Portfolio Returns |
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Transaction Confirmation |
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more coming up soon... |
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SIP Transaction due reminder |
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Dividend Confirmation |
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Transactions becoming Long Term |
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Daily Sensex value |
- Prospecting
/ Information Dissemination
New schemes, Tax rules changing, Special marketing
campaigns, etc. The marketing opportunities are endless. But
are you able to reach out to your customers each time these
opportunities come up? Is it not laborious to send printed letters
to your customers time and again?
Investwell SMS simplifies your worklife. It allows you to define
your own messages and BROADCAST them to the target group of
prospects / customers. So, now whenever any sales opportunity
comes up, be rest assured the information will reach your customers
in seconds. And who knows, you could be overloaded with enquiries
you never imagined.
- Casual
/ Fun
Why use the tiny and silly keypad of your mobile phone for your
casual messages. Investwell SMS provides an interface where
you can enter the text that you want and send them to any mobile
number.
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