Future Ready Investment Strategies
Investing to be Future Ready
2016-2021
2022-2023
Research
Distribution and
Client Facing
Customer
Service
Fund Accounting and Trade Management
Core Data Distribution
Digital enablement and client journeys
Transaction systems simplification
White Labelled solutions
Generalized Communications
Call Centre for Support
Basic skills with support in limited languages
Physical process for service request
Using dynamic third-party software for investment
management process
Wide range of information both domestic and international
domain
Migrated Research Fund to better track analyst
performance
Enhanced campaigning and client analytics through
implementation of Digital marketing platform
In-house transaction platforms and additional channels for
Customers through WhatsApp and Chatbot
UI/UX personalization with stitched and automated journeys
Highly targeted and personalized communication
Digitization led Distribution via B2B or B2B2C methods
Contact Centre for Support
Multi skilled with support in 6 languages
Chat, Inbound, Outbound and Email support
Digitized processes for onboarding and service requests
AI/ML based conversational interfaces
Humanize Digital Interfaces with tools like Co-browsing,
Muti-lingual Assistive UI etc.
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uti
UTI Mutual Fund
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