Nvest Solution

Automated Sales Advisory

Complete automation of advisory through advanced algorithms LEADING to efficiency and consistency

CONNECT WITH US

Overview

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

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

Reduced sales cycle

From 4 weeks to just 15 minutes. Yes it can be as efficient as that.

Fully automated digital journey

It can be extremely empowering for all your digital initiatives be it B2C web based advisory or process excellence.

No manual tasks

Advisors need not spend time creating solutions. They can get it at the click of a button.

Consistent advisory

Algorithms and advisory logic is controlled from central office which ensures better and consistent output.

Enhanced customer experience

Automated algorithms generate personalised solution for every individual customer need ensuring great customer satisfaction and experience.

Reduced grievances

Centralised control over the process, helps curtail wrongful selling practices.

Platform Capabilities

Simplified advisory modules

A simple 3 step process to get complete advisory process in just about 5 – 10 minutes.

Pre-built calculators which can be easily customised

Goal based calculators to handle all kinds of financial goal such as education, retirement, wealth accumulation and much more.

Customised advisory algorithm

Our advisory algorithm can be easily customised to suit your priorities and requirements.

Multiple advisory modules

While goal based advisory is well known but other frequently used premium and target based advisory modules are also built.

Ease of integration

All our calculations and output are available in API format as well for easy interaction with any of your platforms.

Interested to know more ?

Let us meet and explore

Schedule a demo