Robo Advisory is an essential for IFAs.
Most of “Advisors” of the Financial Advisor are always insisting you for new client
acquisition process to build-up a large size AUM.
How much (money/manpower) you are spending after new client acquisition?
How much conversion ratio you have after tired some meetings/phone calls/seminars
etc.?
Even you convinced the clients (prospects) and at the time of transaction if you
are not available physically “The Prospect” is moving to other “Advisor”.
These are the common factors for Financial Advisors/Distributers.
India is able negotiate in Economical manner with the strength of her Young generation
population.
NRIs are also contributing the Indian Economy.
Tech sector Employee NRIs, Indian Residence and of any age are contributing the
economy boosting.
How to attract them?
You require Technology.
You all have adopted Software services for Post Advisory, Why not for Pre-Advisory
& Transaction Process.?
By Adopting this tool “ROBO ADVISORY” ,your client acquisition process is always
ON 24 x 7 x 365(6).
Robo Advisory? What is my Value?
We Indians are always thinking for human touch.
To show your expertise value you shall provide combination of the Investment Patterns
(Asset Allocation) by predefining bunch of the schemes.
Geographical Area
Universal Territory you can cover through ROBO ADVISORY.
What we are offering in this tool.
- Client Registration Tool.
- Collect KYC Documents or KYC Compliance copy.
- You can collect client’s Goal/Requirements etc.
- You can do Risk Profiling of the clients.
- With above information Advisory shall provide Investment Solution with
predefine combination of the MF Schemes.
- Facility of Online transactions for MF in your own ARN Code (Entitled
you to enjoying all Brokerage Heads. Trail/Upfront Incentives)
- As Elite Club Members of FIN-SOFT, you are able to link with portfolio
viewer tool.
- Kindly Contact FIN-SOFT Team for Demo.
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