2. AGENDA FLOW
UNDERSTANDTHE GROWTH MODEL
IDENTIFYYOUR ROAD BLOCKS
ADD OR REPLACETHE BLOCKS BYTECHNOLOGY INITIATIVES
WHAT DOES FINNSYS OFFER ?
3. UNDERSTANDINGTHE FLOW
โข NEW
CLIENTS
โข EXISTING
CLIENTS
COMMUNICATE
โข SELF
SELECTOR
TOOLS
โข SENDTHE
TRX LINK
RECOMMEND
โข DIT
โข CIT
EXECUTE TRX
โข Client
โข You
MONITOR
4. UNDERSTANDINGTHE FLOW
โข NEW
CLIENTS
โข EXISTING
CLIENTS
COMMUNICATE
โข SELF
SELECTOR
TOOLS
โข SENDTHE
TRX LINK
RECOMMEND
โข DIT
โข CIT
EXECUTE TRX
โข Client
โข You
MONITOR
5. COMMUNICATION โ NEW CLIENT
DIGITAL
โข E MAILER
โข VIDEOS
โข NEWS LETTER
โข SOCIAL MEDIA, BLOGS
โข WEBSITE
โข MOBILE APP
PHYSICAL
โข LEAFLETS
โข IN PERSON
6. COMMUNICATION โ EXISTING CLIENTS
DIGITAL
โข MARKET UPDATE
โข NEWS AND ANNOUNCEMENTS
โข FUTUREVIEWS AND STRATEGY
โข PORTFOLIO EVALUATION AND
REBALANCING
โข OTHER ENGAGEMENTS
PHYSICAL
โข MAILERS
โข FORMS
โข IN PERSON MEETING
15. ORDER FORM
PHYSICAL
โข MULTIPLEAMC FORMS
โข MULTIPLE CHEQUES
DIGITAL
โข SINGLE ORDER FORM AND
SINGLE CHEQUE (DIT)
โข SINGLE LINK AND SINGLE
PAYMENT (CIT)
17. HOWTO EXECUTETRXS ?
DIT
โข Use admin section to
execute client orders
โข Send links for payments
or collect single cheque
CIT
โข WEBSITE BASEDTRX
โข MOBILE APP BASEDTRX
18. UNDERSTANDINGTHE FLOW
โข NEW
CLIENTS
โข EXISTING
CLIENTS
COMMUNICATE
โข SELF
SELECTOR
TOOLS
โข SENDTHE
TRX LINK
RECOMMEND
โข DIT
โข CIT
EXECUTE TRX
โข Client
โข You
MONITOR
20. SOWHAT ALLYOU NEEDTO GO DIGITAL ?
AN ONLINE
NAME โ WEB
AND APP
AN ONLINE
SPACE โ WEB
AND APP
DESIGN AND
CONTENT ON
SOCIAL MEDIA
FRONT END FOR
VISITORS
BACK END FOR
EXISTING
CLIENTS
E MAILER/VIDEO
CONTENT AND
SHOOTING
TOOL
ALERTS, MIS
AND CRM TO
RUN THE SHOW
21. HOWWEWORK ?
COMMUNICATION
TOOLS
โข E MAILS DESIGN : 150
โข VIDEO DESIGN: 750
โข BULK MAILERS :THIRD
PARTY
โข EXISTING CLINETS
MAILER : INHOUSE
FRONT ENDTOOLS
โข E COMMWEBSITE :
45000
โข E COMM MOBILE APP (
CUSTOM) : 40000
โข NON E COMMWEBSITE
: 25000
โข NON E COMM MOBILE
APP (REGULAR): 20000
BACK ENDTOOLS
โข NSE/BSE API : 15000
โข MAIL BACK DATA
MANAGEMENT : 15000
INITIALTRAINING
โข First 30 days free
โข Personalized assistance :
paid as per bill