2. The Problem
The retail broking industry is characterized by high
maintenance customers
Inefficient and costly customer management processes
that does not scale
No single platform that address these problems in a
cost effective manner
3. The Solution
®
Finahub Kinship customer engagement platform that
allows the retail broker to
Manage their customers effectively
Provide investment guidance cost effectively
Respond to customer queries efficiently
Get feedback for their services
Research report publishing automation
Improve research reports based on user feedback
Provide value added services
4. Features – Firm Facing
Private Community
User Dashboard
Active Securities using Smart-Sense
Automated Report Delivery
User feedback for Research Reports
Report Dashboard
Model Portfolios
5. Features – Client Facing
Private Community
Social Market Research Hub
Investment Portfolio
6. Private Community For Clients
Private and public messaging options
Enable raising investment and trading queries
Meet fellow investors
7. Social Market Research Hub
Community Market Updates
Security Market Data
Watch List
Research Reports with feed back
Active Alerts
Real Time News Feed
8. Investment Portfolio
Provide investment portfolio for all clients
Active Portfolio Sync
Kinship Platform
Portfolio Upload
Broker
Users
Trade Note
Execute Trade
Exchange
9. Private Community for Broking Firm
Engage your customers daily cost effectively
Answer customer queries online
Listen to what your customers are saying
Reduce customer management cost
10. User Dashboard
Shows the list of clients on the platform
Shows the engagement level of users
Allows user management activities
11. Active Securities
Shows all the securities that users are actually interested
in.
Active security
Portfolios
Research
Active security Reports
Market Updates
Users
Research
Reports
Active security
Watch List
SmartSense
12. Automated Report Delivery
Send personalized report delivery emails with out the hazels
report attaching and bulk emailing.
Assign
Create Research
Admin Reports
Dynamic Report Categories
Subscribe
Email Delivery
Users
13. Feedback for Research Reports
Clients can let you know what they think about your research
reports. Enables you to improve the quality reports based on user
feedback.
Research
Reports
Publish Report Email Notification
Feedback Loop
Admin
Users
Report Dashboard
View Report
Like/Dislike
Comments
14. Report Dashboard
Manage report categories
Create and publish reports
Shows the list of all published research reports
See user feedback for published reports
15. Model Portfolios
Allows creation sharing of model portfolios
Provide model portfolio as a value added service to clients
Create Publish
Portfolio
Admin
Model
Subscribe
Users
16. Unique Value Proposition
Finahub Kinship Platform delivers value to all stake
holders in the retail broking business
Retail Broking Industry
For Investors For Broking Firm
Community
Cost Effective Customer Service
Better Advice
Share Opinion Know Customer Preferences
Better Customer Service Track Customer Activity
Research Report Feedback
For Traders Keep Customers Engaged
Community Of Traders
Provide Value Added Services
Better Customer Service
18. Broking Industry Challenges
The challenges faced by Indian retail broking industry are
Cut throat competition
Rising operational cost
Lowering margins
Unhealthy competition on brokerage rates
Market volatility
Customers acquisition challenges
High customer attrition
Inactive customer base
19. How Kinship Platform Helps
Challenges Solutions
Differentiate by providing better
Cut throat competition
customer service.
Reduce the need for phone calls and
Rising operational cost in person interaction with
customers.
Lowering margins Provide value added services.
Unhealthy competition on Better customer satisfaction allows
brokerage rates charging higher margins.
Be connected to the customer during
Market volatility
the bad times.
Customers acquisition
Social customer acquisition ?
challenges
High customer engagement levels
High customer attrition
lead to low attrition.
Dynamic content, better guidance
Inactive customer base and lead better customer base
utilisation.
20. Salient Features
Software as a Service (SaaS) model
White label solution that can be customised to
match the look & feel of broking firm's webs site
Highly configurable architecture
Role based access
Revenue sharing pricing model
21. Advantage Kinship
Cost effective and scalable customer support
Proactive customer engagement
Be open and accessible 24 X 7
Build strong customer relationships
Improve the value of research reports
New revenue streams
24. Contact Us
Finahub Internet Services LLP
PRA 61, Parottukonam,
Nalanchira PO
Trivandrum, Kerala -695015
Email:
Website:
info@finahub.com
http://finahub.com
FaceBook: Twitter:
www.facebook.com/finahub http://twitter.com/finahub
