Engage Customers

Our Mutual Fund Consultancy guides and helps you prepare future-proof strategies and business landscape

01

Sales & Marketing Tools

Sales & Marketing Tools
  • Our experts understand your business needs and customers to help you develop sales and marketing tools that can be easily integrated with your core banking application to attract customers
  • We help your team build marketing material or communications to run targeted campaigns for cross-selling and up-selling marketing opportunities
02

Data mining Prospects

Data mining Prospects
  • Wealth-Magic is a versatile multi-channel platform, which has been designed to be accessed, anywhere: mobile and desktop offer the same accessible interface
  • Our solution increases the productivity of your customer-facing staff by reducing their administrative tasks
  • The data received from banking application can be used to easily identify prospects through our Prospecting wizard for various up selling or cross-selling opportunities
  • It enables the relationship managers to focus on what’s important: higher value-added services that increase revenue and deepen client relationships
  • The results can be seen in solutions which deliver both a substantial reduction in the cost-to-serve and an increase in cross-selling opportunities
03

Diversify into Mutual Funds

Diversify into Mutual Funds
  • Wealth-Magic is ready to use solution built on experience gained over 30 years in this industry
  • The solution is designed for banks to easily diversify into mutual funds and other wealth management assets with built-in workflows and process, making it easier and quicker to go-live
  • Our solution architecture is highly customizable, making it easier for us to customize workflows and processes based on the bank’s requirements
  • The application can be designed to reflect your bank’s branding guidelines and provides you complete control to configure the customer’s view and access
04

Smooth Customer
On-boarding

Smooth Customer On Boarding
  • Our solution is integrated with your core banking application to ensure customer on-boarding is seamless and quick without additional workflow or paperwork
  • Giving your customers an amazing digital experience, the digital portal and mobile app provide the customers’ access to their investment strategy
  • The application configuration lets you easily personalize the user experience, from the visual design to data visualization, and available reports and fact sheets
01

Align your
Business
Requirements

Align your Business Requirements
  • Wealth-Magic solution is highly customizable ensuring that the business workflows and processes are tuned in to the requirements of the bank
  • Our domain experts understand your business functions and reporting requirements to help you develop the reports
  • We help you map your audit requirements in the application to ensure your back-office operations are audit-compliant
02

Define Sales Hierarchy

Define Sales Hierarchy
  • Wealth-Magic provides rich administration capabilities that let you manage your branch-level users and their access control
  • Management reporting on business is important for banks, in Wealth-Magic you can define a complete hierarchical structure and assign data rights to each user in the bank
  • Personalized dashboards and reports help the sales team to manage assigned activities thereby increasing productivity of the team
03

Emphasise on Compliance

Emphasise on Compliance
  • Wealth-Magic’s eKYC tool stresses the importance of offering exclusive relationship management
  • It allows you to approach clients on a more confident footing, giving you extensive client due diligence, compliance & profiling as well as accurate and up-to-date client risk profiling
  • Every activity or transaction is recorded in the system hence ensuring your bank adheres to SEBI-compliance
04

Knowledge Sharing & Tutorials

Knowledge Sharing & Tutorials
  • We conduct regular knowledge sharing session with the team to educate about the various other features of the applications that can further enhance your business
  • We have built-in tutorial videos linked in the application for users to refer and follow
01

Enable Your Branch Network

Enable Your Branch Network
  • Wealth-Magic provides an end to end advanced module to manage your branch units through a centralized wealth management solution
  • This module helps you to leverage Wealth-Magic capabilities for each branch enabling them to function independently through a secured login
  • The central admin users get a 360° view of customer portfolios, fund performance, and analysis, recommendations etc
  • Wealth-Magic’s Mobile App is a versatile multi-channel platform, which has been designed to be accessed anywhere: tablets and web client offer the same accessible interface
02

Leveraging Technology

Leveraging Technology
  • Our domain experts provide consultancy services to ensure you make the best use of the technology in a cost-effective way
  • We help you define your processes and workflows that are aligned with your technology use
  • We help you take a leap in your digital transformation journey
03

Third Party Integration

Third Party Integration
  • Our service-oriented system architecture enables us to create APIs which can communicate with third-party applications and send/receive data making it convenient for Branch managers to get a complete 360 view of customer information
  • Our Integration layer is a set of well-defined APIs and controls to consolidate and store data from multiple systems
  • The integration layer offers a fast, simple and structured way for multiple systems to communicate data with each other
  • Our API layers ensure data consolidation across front, mid and back offices, easily integrates with in-house of third-party applications, and provides a unified layer that enables processing of multi-asset classes
04

Product
Training

Product Training
  • We provide a training service to the teams to enhance the overall customer experience and retain them
  • To increase technology adoption, we conduct training sessions on products and new technologies that are disrupting the finance industry
  • Our trainers also equipped to train on soft skills like customer service which is crucial for a long-lasting customer relationship

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