Automated Sales Advisory
Complete automation of advisory through advanced algorithms LEADING to efficiency and consistency
Advisory is sill largely dominated by advisors or tele-callers. A considerable amount of time is spent in finding and suggesting the best products available for customers.
All this manual activity can be taken over by our intelligent algorithms. The automated advisory module will find the best products available on the basis of few inputs.
Key differentiators
Our sales illustration system is not just a backend rules configurator but a completely integrated application which is built to improve productivity and sales efficiency
Key Differentiators
Automated advisory algorithm
Algorithms which suggest suitable solution along with amount to be invested, horizon of investment and other such parameters based on a customer need.
Standardised product rule engine
Our standardised back end is built to iron-out complexities in configuring the product
Goal based simplified calculators
We have simplified calculators for various financial goals such as education, retirement, lifetime value, house, wealth accumulation and so on.
Premium based and Target based advisory modules
Customers’ requirements are often simple, such as investing a certain amount or accumulating a certain target amount. We have just the solution to handle this.
Can empower any custom advisory module
Apart from the modules already built-in, our system can easily power new customer modules as well.
Bussiness Values
From 4 weeks to just 15 minutes. Yes it can be as efficient as that.
It can be extremely empowering for all your digital initiatives be it B2C web based advisory or process excellence.
Advisors need not spend time creating solutions. They can get it at the click of a button.
Algorithms and advisory logic is controlled from central office which ensures better and consistent output.
Automated algorithms generate personalised solution for every individual customer need ensuring great customer satisfaction and experience.
Centralised control over the process, helps curtail wrongful selling practices.
Platform Capabilities
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