SOLUTIONS FOR MUTUAL FUNDS

The mutual fund industry is steadily growing in developing markets as people are gradually become aware of the benefits of investing in mutual funds. Mutual funds faces sales challenges that are similar to what their counterparts in the insurance industry face. And, this makes it very important for them to derive value from existing customers. However, issues like discontinuance of investment and early withdrawals seriously inhibit the profitability of Mutual Fund companies.

To help mutual funds meet the challenges confronting them, Xerago offers a range of solutions that will help them:

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The above points cover most of the specific marketing needs of the mutual fund industry.

If you wish to explore our range of solutions for the mutual fund industry or if you have any specific requirements, please get in touch with us.

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Answer 7 questions to figure out how well you are maximizing customer value.

Do you continuously engage with every customer in your portfolio – even when they don’t visit your branches – not just to wish Happy Birthday or Merry Christmas, but to truly grow value?


Is every non-branch interaction with your customers intelligent enough to consider relationship history, relationship value and customer exhibited behavioral traits and preferences? Every single interaction?


Do you know which customer to include and exclude, when to do so, and with what message, when you want them to buy your products and services? Do you do this without offline / online spamming?


Is there a clearly articulated strategy, understood by everyone? Is it being implemented by all stakeholders cohesively working together, to maximize customer value?


Do you proactively arrest customer value decline, even when customers don’t yell, or send stinkers to support? For example, when card spends decline steeply, do you auto-activate those customers?


Can you do all the above by clicking a few buttons – without investing in an army of IT, Analytics, Marketing and Product Managers?


To sum up, do you continuously grow customer value – measured on both revenue and relationship dimensions – evidenced by portfolio revenue and business value metrics?

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