Investor Presentaiton
3.
3. a) Enabling Business Digitally
24x7 Digital Channels
•
Access at your convenience anytime anywhere
Assisted Journeys integrated
• Customer service for Product & Investment enquiry-
Inbound, Outbound & Email support
24*7 available in 6 languages
Building Community
•
Active engagement on multiple touch points across
Social Media channels
•
•
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
'Quick Invest' (Invest without Login) feature in Website for SIP
& Lumpsum purchase.
Service transactions available instantly on all Digital Platforms
Simplifying Life
• e-OTM- One-click Investment
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
https://utiswatantra.utimf.com/
•
UTI Swatantra- Investor Education Initiative
•
'Chat with Agent' service for investors through Chatbot &
WhatsApp
•
.
Call-back to customers for on-demand Assistance & for
failed transactions
•
Outbound Voice Bot for reminding customers for pending
actions
Co-browsing feature in website for Humanizing Digital
touch points
Partner Enablement
Online empanelment of MFDs
uti Buddy
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
Content distribution- Infographics, blog post, videos,
eBooks, GIF, surveys chatbot, FAQs etc.
Symposia - UTI MF Knowledge Series based virtual events.
Awareness and Consideration campaigns on Search and
Display platforms for prospective Audience
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.
•
Progressive profiling campaigns started for customer
segmentation.
WhatsApp communication for Targeted Investors
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uti
UTI Mutual Fund
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