Future Ready Investment Strategies
3. a) Enabling Business Digitally
E
24x7 Digital Channels
•
Access at your convenience anytime anywhere
Assisted Journeys integrated
Customer service for Product & Investment enquiry-
Inbound, Outbound & Email support
Building Community
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Active engagement on multiple touch points across
Social Media channels
.
•
24*7 available in 6 languages
Website utimf.com & Mobile App for Investing, Enquiry and
servicing. Website is PWA enabled and SEO optimized
Conversational Investing, Enquiry & Assistance through
chatbot UNO & WhatsApp Interface
•
'Chat with Agent' service for investors through Chatbot &
WhatsApp
UTI Swatantra- Investor Education Initiative
https://utiswatantra.utimf.com/
•
•
Call-back to customers for on-demand Assistance & for
failed transactions
Content distribution- Infographics, blog post, videos,
eBooks, GIF, surveys chatbot, FAQs etc.
Service transactions available instantly on all Digital Platforms
Schedule Switch-Future dated Switch transactions for FMPS
•
Outbound Voice Bot for reminding customers for pending
actions
•
Symposia UTI MF Knowledge Series based virtual events.
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Awareness and Consideration campaigns on Search and
Display platforms for prospective Audience
Simplifying Life
e-OTM- One-click Investment
•
Co-browsing feature in website for Humanizing Digital
touch points
Partner Enablement
Online empanelment of MFDS
uti Buddy
•
USAVE-Liquid Account with Insta Redemption feature
Digital KYC- Paperless and Contactless KYC process
• Aadhaar KYC- KYC in a Go for instant investments
• Missed Call services- Folio Enquiry, Call back
•
Flexi Savings Plan- Schedule transactions
'Quick Pay' feature launched for failed or missed SIP and
Lumpsum transactions
•
Abandoned Cart feature launched for drop-off
transactions, to start journey from where it was left
UTI Buddy-Office-on-the-go App and web interface for
MFDs.
Initiate transactions for investors to reduce sales cycle.
Track AUM, Folio and Market updates
API integrations with Partners and Aggregators.
WhatsApp channel for Mutual Fund Distributors.
Communication on WhatsApp also enabled
Centralized RM to MFD communication for major updates
and Sales opportunity
UTI Insta Pay- Insta Brokerage Module for Commission
payments on the fly
21
Personalized and Contextual Journey
Multi-media marketing platform for Email, SMS, Push
Notifications etc.
•
Delivers relevant content through preferred channel
Consistency in customer experience with
personalized touch.
Segmented and Targeted campaigns for cross-sell
based on Analytics
•
Re-Marketing Campaigns - Retargeting and Cookie
based framework
•
WhatsApp communication for Targeted Investors
-101
uti
UTI Mutual Fund
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