Keep Clients Engaged.
Never Miss a Moment.
AI-powered communication tools, automated campaigns, and a 24/7 chatbot — everything you need to deepen relationships, reduce churn, and grow referrals.
3x
More Referrals
40%
Less Client Churn
24/7
AI Support Active
Every Channel. Fully Automated.
Reach clients wherever they are — email, SMS, WhatsApp, or your branded portal.
Email Campaigns
Personalized newsletters, market updates, and product recommendations — auto-sent.
SMS & WhatsApp
Instant alerts on portfolio milestones, NAV updates, and review reminders.
AI Web Chatbot
24/7 chatbot on your website answers FAQs, books sessions, and captures leads.
Smart Notifications
Automated birthday greetings, SIP alerts, and rebalancing nudges.
Build Relationships That Last
Clients who feel heard, informed, and valued stay longer and refer more. Our engagement suite makes it effortless.
Client Satisfaction Tracking
Measure NPS and engagement scores across your entire book.
Automated Review Scheduling
AI schedules quarterly reviews and sends reminders to clients.
Referral Programme
Reward happy clients who refer new prospects automatically.
Milestone Celebrations
Mark anniversaries, SIP completions, and goal achievements.
Segmented Campaigns
Target clients by risk profile, AUM band, or product interest.
Best Time Sending
AI picks the optimal send time for each client based on past open behaviour.
Engagement Dashboard
SampleEngagement Score
78/100
+5.2%
Emails Sent (MTD)
1,240
+18%
Chatbot Sessions
89
+24%
Referrals Generated
12
+3 new
Engagement Score Trend
Recent Activity
Market update email sent to 156 clients
2h ago
Birthday greeting sent to Amit Patel
4h ago
Q1 review scheduled for Priya Sharma
Yesterday
New referral lead captured via chatbot
Yesterday
Campaign Analytics at a Glance
Know exactly how your communications are performing — in real time.
1,600
Emails Delivered
68.4%
Open Rate
24.1%
Click Rate
0.4%
Unsubscribe Rate
Sample data for illustration
Frequently Asked Questions
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