Industries · Professional & financial services
Investors profiled, onboarded and served.
Every investor moves from enquiry through risk profiling, recommendation and documentation to an executed investment. Portfolio review reminders keep the relationship going after onboarding.
Your pipeline
The stages your deals really move through.
- 01Investor Enquiry/Acquisition
- 02Risk Profiling & Suitability Assessment
- 03Product Recommendation
- 04Account/Mandate Documentation
- 05Investment Executed & Onboarded
And when one doesn't work out:Declined/Unsuitable
Customer fields
What your team records about every customer.
- Investment Goal/ObjectiveText
- Risk ProfilePick one
- Investment HorizonPick one
- Investment Amount/AUMNumber
- Product TypePick one
WhatsApp templates
Messages already written, ready to send.
- Portfolio statement delivery
Hi investor name, your portfolio statement for period is ready. Current value: portfolio value.
- Sip investment reminder
Hi investor name, your SIP of sip amount is due on due date. Please ensure sufficient balance.
- Maturity redemption notice
Hi investor name, your investment in product name matures on maturity date. Reply to discuss reinvestment options.
Highlighted words are filled in for each customer. Templates are submitted to Meta for approval on your own number, and you can edit the wording first.
After the sale
Customer requests, sorted as they arrive.
- Portfolio/Statement Query
- Redemption/Withdrawal Request
- Fund/Scheme Switch
- KYC/Account Update
- Complaint Escalation
Where to start
The parts that matter most for wealth & investment advisory.
See where your business is leaking.
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