Download - Next Advisors
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2011
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Take your pick
A bend in the road is not the end of the road, unless you fail to
make the turn
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Welcome to the next practices…
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Banks and NDs
High Resources
High Costs
IFAs
Limited Resources
Low Costs
Revenues under pressure
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Cost of errors and transactions
61%Cost
67%Time
Resources blocked
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Challenge: How to Grow?
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Investments required
Technology
Knowledge
Customer Acquisition
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ResourcesIFA 1
IFA 2
IFA 3
IFA n
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IFA 2IFA 3 IFA n
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A technology powered platform to enable IFAs grow their business & enhance client experience
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Product agnostic Style
neutral
Enable IFAs to build business model of their own choice
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To create a win-win market place for investors, manufacturers and
intermediaries
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Phases
Transaction Platform
Product Research
Multiple products
CRM/ Financial Planning
Portfolio reporting
Training
Customer Acquisition
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Integrated Customer Management
Risk Profiling &Financial Planning
Research
CRM
Portfolio Reporting
Order Management
Periodic Review
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Benefits
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Investor benefitsNeed based advice
Multiple products
Paperless
Low error rate
Monitoring
Efficient servicing
24 X 7
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IFA benefits
24 X 7 Time saving Low error rate Productivity Freedom of
business model Client loyalty
Ability to charge fees
Compliance
Business growth
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IFA benefits
24 X 7 Time saved Low error rate Productivity Freedom of
business model Client loyalty
Ability to charge fees
Compliance
Business growth
Brand identity
Zero Credit Risk
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Manufacturer benefits
• Higher sales• Improved interaction with IFAs
Business expansio
n• Reduction in paper• Low error rate
Cost reductio
n
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