Top Features of Brokerages Securities Customer Lifecycle Journey Management Tool
Your data in one place. Usable anywhere.
We bring in data from all your transaction, digital, and distributor systems through securities customer lifecycle journey management to create a usable single-view of your customer. The SOLUS SVOC consists of a shareable set of dozens of variables that can be fed back into your systems for many other use cases beyond SOLUS.
Customer Insight and Analytics
Know your customer
Segmentation Schemes, New vs. Existing Customer metrics, Repeat and Retention metrics, Glue number and inter-purchase cycle. Customer story-boards that tell you all you need for your CRM strategy.
Recommenders and Personalization systems
The next-best Product for customer
Scrip and Sector Recommendations that a customer can add to their watch list, recommendations delivered thorough a number of usable stories – “People like you”, Trending, Most Price Movement, Sectors you frequently invest in and many more.
Select the right list to Target
Use Propensity models that score the customer base on their propensity to trade. These can be used to target better.
Better Conversion, Yield and ROI from campaigns
Triggers with auto-prioritization and optimization. Cool off and governance across channels. Configurable response attribution. Any and hard response – did responders buy a specific scrip or sector? Fine-tuned Incrementality tracking.
Push Messaging, App, Web, In-Store, Out-calling…
Use recommendations and personalization outputs in push messages (any channel), App, Web or even in Call Centre operations.
A Few Of Our Clients
E-301, 3rd Floor, Lotus Corporate Park, Off Western Express Highway, Jay Coach Area, Laxmi Nagar, Goregaon (E), Mumbai – 400063.