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An overview of Finahub's Kinship Platform, that helps Indian stock broking companies to manage their customer service activities. The SaaS platform enables broking companies get all information about their customer from single view. The multi channel communication support of the platform enables the broking companies to reach out to their customers through email, sms and phone using single application.
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Comprehensive Customer & Prospect Service Management Platform
Kinship Platform
Platform Overview
Comprehensive Customer and Prospect Service Management Platform
Complete Customer Service Info
Kinship Platform enables you view the complete customer service information at one place .
Trade Activity DetailsProfile Information
Support Activity DetailsCustomer Service Activity
Details
Customer
Multi Channel Support
Phone
•Scripted Phone Calls
•IVR Support•Incoming Call trackingEma
il
•Email Templates•Rich text Editor•Integrated Bulk Email Delivery
SMS
•SMS Composer•Easy Publishing•Configurable SMS Service Provider
Kinship Platform enables you to reach out to your target audience through multiple communication channels
Report Desk Automation
Publisher Dashboard
•Rich text editor for stylish emails•Upload PDF reports•Tag reports to securities•Ensure report relevance by assigning report categories
User Management
•Manage users – Add, Delete, Enable or Disable Users•Import users to the platform as CSV files.•Manage report category subscription for users
Manage Categories
•Create multi-level subscription categories•Add, delete or edit subscription categories
Ensuring Message Relevance
The Platform enables you to ensure that your messages are relevant to you customers and prospects across all channels of communication.
Message categories and category subscription
Allowing the end users to manage their subscription
Tracking security watch list and investment position to ensure message relevance
Voice Call Integration
•Compose the call script •Auto conversion of text to voiceScripted Calls
•Select the relevant message category •Helps to ensure that the right end user gets the message
Category Tagging
•Configurable IVR to suit customer service and marketing•Helps in elicit response from the call receiver.•Transfer calls to in house phone numbersIVR Support
•Local landline number for receiving incoming calls•IVR support to transfer the call to in house phone number•View incoming call details on the platform
Incoming Call Tracking
Trade Confirmation Delivery
SMTP endpoint for integration with existing infrastructure
Mark trade confirmation against user profile for easy retrieval
View the logs of trade confirmation email delivery on the platform
SMS Messaging Integration
Send SMS Messages from the platform
Take advantage of category subscription to ensure relevance
View SMS delivery statistics on the platform itself
Integrated SMS delivery service
Supports configuration of third party SMS service providers
Prospect Servicing
Prospect Import•Prospect data file import•API for integrating with existing web forms•Embeddable prospect data collection web page
Auto Prospect Servicing•Configure prospect servicing period.•Periodically publish marketing messages using prospect categories•Platform ensures servicing during prospecting period
Prospect Conversion •Emails alert that lists the prospect that are exiting the servicing period. •Gives a chance to take timely action to ensure better prospect conversion
Firm Dashboard
Gives a birds view on how the various departments are servicing the customer. It shows the following info graphics:• Number of active customers in
various categories such as equity, commodity , F&O etc.
• Number of prospects and conversion funnel
• Reports published per month• Report emails send per month• Report readership statistics
Thank you
To know more about Kinship Platform, please contact:
Rajesh SukumaranEmail : [email protected]
Phone : 91-9745108885
Site : http://www.finahub.com
