Reliance Mutual Fund has come out with the latest version of its Business-easy 2.0 app which allows advisers to perform a number of tasks online.
The app acts as a complete customer relationship management tool. Distributors get a dashboard view of their business with insights about their audience and the investment options. The app is geared up to provide IFAs various insights thorough data analytics and artificial intelligence-based recommendations on the IFAs customer basis, investment patterns, and their purchase propensities.
Further, IFAs can run segmented campaigns (email & SMS) based on various data cuts and reach out to investors with personalised transaction links with pre-embedded details that their customers must merely authorise.
Key features of the app:
- Easy login with 4-digit MPIN.
- Instant transactions
- App-in-App feature: Fast user experience and lighter in size.
- Mass investors receive pre-defined mutual fund updates.
- New transaction types: STP and SWP.
- Built-in analytics for superior client interaction.
- Bulk campaign facility
- Access to folio details, portfolio view, transaction summary and more.
- Trigger statement of account and capital gains statement for investors.
- View brokerage paid in the last 12 months and download brokerage statements of last three months.
- 1-click transaction initiation for priority investors (based on investor AUM).
- New help desk facility to address partner grievances effectively.
