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Kinship Platform Offerings
The Overall Picture
• A cloud based technology solution that enables stock broking firms to providing a branded customer engagement portal to
• Interact with your customers online.
• Deliver relevant news and market information.
• Manage report delivery.
• Enable customers to view their portfolios.
• White Label Solution
Kinship Platform
• A lite version of Kinship platform that will take care of report sending alone. Enables supporting customised research service at very low cost.
Kinship DataExpress
Kinship Platform Overview
Kinship Bazaar
The easiest way to
monetise a strong
research desk
Enables creation of an
online paid subscription service for
reports published by
the firm.
Payment gateway
integration
Subscription management that enables configuring subscription
options
Support for subscription models such as free trial
and freemiumare available.
Kinship Platform Overview - cont.
Kinship Platform Overview
SubscriptionManager
PaymentGateway
Research
Publisher
Bulk Emailer
Reports Store
User Preference
User Data
AdminUsers
Web Portal
Prospect
Prospecting
Kin
ship
Pla
tfo
rm
Kin
ship
Baz
aar
Integrated User Management
One platform for engaging customers and prospects alike.
Platform takes care of subscription management and payment collection.
Built in conversion monitoring dashboard.
Provide the research reports as paid service.
Provide the free research reports for limited period for prospecting new customers.
Single click report publish to serve both customers and prospects
Customised Report Delivery Process
Research team creates report
categories.
Users subscribe to the categories
of interest.
Research team creates reports.
Tags the reports to one or more
categories
Publishes the report
System resolves the recipients of the report based on
•Category subscriptions of both customers and prospects
•Account holdings (if available)
•Watch list (if available)
The bulk emailerdispatches the
emails.
Research Based Prospecting
Gives prospects the same research material given to the customers.
Prospects get the feel of the real thing.
Enables the firm to set the expectation right and meet it.
No additional expense incurred for servicing the prospects.
Highly scalable – The number of prospects being serviced does not any impact on the cost or effort.
Seamless transition from prospect to client in servicing.
Report Performance
Statistics to show how each report email preformed.
Email open, report viewed and report down loaded stats are available.
Get the actual list of user for each of the statistics for each report.
The feed back helps in improving the research service
Advantages Of Kinship Platform
Ease of use, it is as easy as sending an email.
Saves time and effort by reducing manual effort.
Fast email delivery, to ensure important. information reach the customers on time.
Easier way to monetise expertise in research.
Online access, available 24 X 7.
Fully managed service so no maintenance cost to broking firm.
Demo
Thank You
To know more about our product and services
please contact:
Rajesh Sukumaran
Email : [email protected]
Phone: 91-9745108885
Site : http://finahub.com
