Opportunities Enabled by Intelligent Communications
Self Service in the Retail Securities Industry : Dial-n-Trade
a. Customer Identification & Self Service Solution
Since most of the retail broking companies offer multiple services like trading in equity, commodities, investment options like mutual funds, insurance and portfolio management services (PMS) to its customers, the challenge is to identify and authorize the customer quickly and effectively without asking too many questions.
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b. Speech in Self Service Solution
Lot of customers call up the contact center to get information about the real time equity rates, holding , DP balance, etc.
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c. Automation of ‘Daily Calls on Tips’ for the Customers
Customers in the broking industry can be categorized as
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Daily Briefing to the Regional Teams on Strategy for the Day
Broking firms employ business analysts to study and monitor the trends and opportunities across different organizations and verticals.
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Mobility Solutions for the Relationship Managers and Securities Advisors
Broking firms cater to two categories of customers. First is the retail investor who normally does transactions varying from a few thousands to a few lakhs every year.
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Disaster Recovery Set Up
The securities market is extremely sensitive to changing dynamics of various fields like politics, law and order, natural disaster etc., as these changes also affect the market performance.
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Uniform Experience Across All Branches
Most of the big retail brokers have operations spread in multiple locations across the country. The number of branches varies from 50 to 400.
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Integrated Dealing Room Solutions for Institutional Brokers
The Indian equity market has been giving fabulous returns for the past three years. More and more MNC institutional brokers are starting operations in India either directly or are taking a dominating stake in Indian institutions.
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