Leverage 10+ engagement channels to engage your investors.
Product and Revenue Analytics
User insights to not just collect & view, but to form hypotheses and act.
Create granular segments based on real-time user information and data.
Align every aspect of your messaging with your investor’s preference.
Advance Your Investment & Wealth Management Business with Our Features
Our Customers Acing at User Engagement and Retention
Empower Your Investment & Wealth Management Business with Us
Maximize Cross-sell Opportunities with Portfolio-based Profiling
WebEngage’s CDP gives you a 360-degree view of your investor’s risk appetite. Use this information to drive cross-sell and up-sell campaigns.
Automate Important Communication at Each Lifecycle Stage
Keep investors informed with relevant messages including SIP renewals through a series of omnichannel sequences, delivered at the most opportune time.
Drive Platform Activation with Highly Personalized Communication
Map out investor journey from KYC completion to the first investment, send highly personalized communication, and boost revenue by 30%.
Improve Investor Retention Rate with Event-based Triggers
Retain investors through wealth persuasion campaigns, encouraging investments, and increasing conversions.
Tried and Tested Campaigns, Popular Amongst Our Investment Customers
- New Fund Release
- Partner/IFA Communication
- NAV Alerts
- IPO Declaration & Allotment
- KYC Completion
- Fund Balance Information
- SIP Renewal Alerts
- Fund Manager communication
A Big ‘Thank You’ to our customers for always motivating us to break new grounds!