Future Ready Investment Strategies
3. b) Digital Client Acquisition Cycle
<--
Investor Journey
----->
...
Reach
Act
Submit a Lead
Convert
Invest Via Mobile App
<<-----
Engage
Search
SEO
1
Social
Media
Platforms
Invest Now
Invest Via Online Portal
Email/SMS/
WhatsApp
notification
Remarketing
via Google,
Facebook,
YouTube
Internet
Retargeting
Request a Call Back
Invest Via WhatsApp
Promote
Content
Marketing
Affiliate
Marketing
Complete Aadhaar
KYC or Digital KYC
Invest Via Chatbot
'UNO'
Use Calculator and
Invest
Nudges to
Investors on
Digital
Platforms
Community
Engagement
Digital
Assets
IFA/RM Assisted Sale
2
Website
Product Goals and
Sections Calculators & Blogs
Articles
Set Goals and Invest
and App
Contact Center
Assisted Sale
Analytics
led cross-
sell/ Up-sell
Social
Listening
via ORM
tool
Explore Products
Application @ UFC
Invest Via MFU, Kfin
App and other Digital
Portals
3
Direct
Investments
4
UFCS
on Digital
Chatbot &
WhatsApp
UNO
Chat or Co-browse with
Agent
platforms
22
uti
UTI Mutual Fund
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