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    ANALYTICS FOR ASSET MANAGEMENT

    Intelligence on Customers and Products



Analytics for the Mutual Fund Industry

Manage relationships and compete better.



Solution Areas

Meet Market Demands.

Loyalty Management

Identify what it means to be a good distributor of your investment portfolio. Reward distributors of your products through a tier-based Loyalty Management Programme, providing further incentive to high-performing distributors to push your products in a competitive market. Measure and manage channel performance to update loyalty tiers.

Channel Sales

Track the performance of your own salesteams and their relationship through sales performance metrics and analysis. Understand who is falling below targets, who meets them, and who is performing above and beyond them.

Portfolio

Discover the performance of your investment products in relation to customers and the financial markets. Understand and rank products in terms of sales, investment returns and customer segments.

Branch & Location

Understand company performance from a geographic perspective. Understand customer location hot-spots, well-performing branches, to map out the demand and supply of investment products.

Finance

Understand YoY, Quarterly and Monthly trends for Assets under Management and Revenue from Distributor Channels. Map these with other financial information for score keeping.

Customer Behavior

Use data from distributors to understand customer behavior trends and clusters. Cross-Sell, Up-Sell, or design products to relevant clusters based on indicators such as his/her interests in investment returns and other factors.


Portfolio

Loyalty Management
Case Study
Sales Analytics
Case Study

Understand how we have delivered value to our clients.


Solution Process

End-to-End Data Analytics Solutions.
Our process begins at source data extraction and can extend all the way to maximizing data analytics with enterprise data.


Depending on your organization's data journey, Vizualytics has something for you at each stage of analytics adoption.


Keen on viewing asset management analytics demos? Get in touch with us.




Debt is one person's liability, but another person's asset.

- Paul Krugman -