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Securities

Securities

Stock recommendations: Securities Recommendations with personalized videos. In video Trade execution facility

Stock Search: Get live security information in video specific to a customer. In-video trade execution facility

Account Statement: Extremely personalized videos of account statements with portfolio summary, trades done & current returns. In-Video policy Downloading facility

Customer On-boarding: Explain the workings of the platform to new customers. Explain the features and usp. Demo Your App in video

Cross Sell | Up Sell: Personalized videos to cross-sell/upsell product offering to customer. In video call to apply/Avail

Insurance Personalize Can Be

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Stock recommendations

Voice name callout. Name/Photograph. Security details with the live market price, trends, upside potential and quotes with pre-filled Order form Trading ideas segmentation

Stock Search


Name with voice name callout. Account details with login facility. Security details with price, recent quotes, trends. Stock recommendations

Account Statement


Voice name callout. Name/Photograph. Account summary of the customers. Investment suggestions. In-video calling facility to the client’s portfolio manager

Customer On-boarding

Name with voice name callout. Account details > benefits and feature segmentation based on customer preferences. Customer service information with in-video calling facility

Cross Sell | Up Sell

Name with voice name callout. Account details. Recent trading activities. New Product benefits and upside potentials. Relationship manager contact details with calling facilities