Advance Your Investment & Wealth Management Business with Our Features
Omni-channel Engagement
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.
Customer Segmentation
Create granular segments based on real-time user information and data.
Campaign Personalization
Align every aspect of your messaging with your investor’s preference.
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
