Industry Served
BFSI
About the Client
The client is a leading non-banking financial company holding total assets worth US$11 billion as of 2021. The non-banking financial company offers a diverse set of financing products such as Vehicle, SME, Housing, Insurance, Asset Management, Mutual, and more.
19,000+
Total Employees
US$1.6 Billion
Revenue as of 2021
1000+ Offices
Across Country
US$2.0 Billion
Equity as of 2021
Business Requirements
- The client wanted to automate internal (employees’) access to policy details through an ARN number that helps them to market and keep track of mutual fund updates right on their WhatsApp.
- Since the mutual fund updates happen on a regular basis, the client wanted every data process of net asset values to be automated and accessible through WA in real-time.
- The client wanted to showcase their products, monthly market share snapshots, documents, and other market data through downloadables since the client had to deal with a massive number of support and sales agent.
Solution
- The team built an AI virtual assistant to automate the entire access of clients’ mutual fund updates to its employees on WhatsApp. The data can be accessed only through validation of the ARN number.
- In order to maximize the co-branding opportunity, the data and marketing documents can be optimized with mutual fund distributors’ logos and brand colors while downloading the files.
- Since the mutual fund updates are uploaded in the backend through HTML format, the team had to integrate converters in order to enable the customers to download the documents in PDF format.
- Twixor team built 3 dynamic use cases to automate every interaction and query related to mutual funds. And also implemented “Invest Now” button on the downloadable documents that will lead vendors and distributors to land on the mutual fund investment page.
- The team built an all-inclusive report dashboard to analyze the usage of marketing materials and co-branding data to generate/download end-to-end reports. With the dashboard, the client can assess the overall performance and asset class value they receive for each product.
Business Impact
45,435.9 Cr
Worth Asset Class Accessed by Distributors
1,16,941.26 Cr
Worth Co-Branding Downloads From the Date of Launch
5.2%
Reduction on Calls Volumes
Technology & Third-party Integrations
This practice involves custom integration of tools, platforms and managing of APIs.
Insights of the Solution
Platforms
Live Since
September 2022
Products Brought into Play
Twixor’s AIM &
Compute
Solution Screenshots
Here are some sneak-peeks of the overall data visualized in an engaging way based on each use case.
E-mandate Registration
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