Finahub Kinship Platform
Customer Engagement Solution For Retail Brokers

The Problem

No single platform that address these problems in a cost effective manner

Inefficient and costly customer management processes that does not scale

The retail broking industry is characterized by high maintenance customers

The Solution

Finahub Kinship customer engagement platform that allows the retail broker to

Manage their customers effectively

Provide investment guidance cost effectively

Respond to customer queries efficiently

Get feedback for their services

Research report publishing automation

Improve research reports based on user feedback

Provide value added services

Features Firm Facing

Private Community

User Dashboard

Active Securities using Smart-Sense

Automated Report Delivery

User feedback for Research Reports

Model Portfolios

Report Dashboard

Features Client Facing

Private Community

Social Market Research Hub

Investment Portfolio

Private Community For Clients

Enable raising investment and trading queries

Private and public messaging options

Meet fellow investors

Social Market Research Hub

Community Market Updates

Security Market Data

Watch List

Research Reports with feed back

Active Alerts

Real Time News Feed

Investment Portfolio

Provide investment portfolio for all clients

Active Portfolio Sync

Exchange

UsersKinship PlatformPortfolioExecute TradeBrokerTrade NoteUpload

Private Community for Broking Firm

Engage your customers daily cost effectively

Answer customer queries online

Listen to what your customers are saying

Reduce customer management cost

User Dashboard

Shows the list of clients on the platform

Shows the engagement level of users

Allows user management activities

Active Securities

Shows all the securities that users are actually interested in.

Portfolios

Market Updates

Watch List

SmartSense

Active security

Active security

Active security

Research Reports

Research Reports

Users

Automated Report Delivery

Research Reports

Admin

Dynamic Report Categories

Users

Assign

Create

Subscribe

Email Delivery

Send personalized report delivery emails with out the hazels report attaching and bulk emailing.

Feedback for Research Reports

Clients can let you know what they think about your research reports. Enables you to improve the quality reports based on user feedback.

Research ReportsPublish Report

UsersEmail NotificationLike/DislikeCommentsView ReportReport DashboardFeedback Loop

Admin

Report Dashboard

Manage report categories

Create and publish reports

Shows the list of all published research reports

See user feedback for published reports

Model Portfolios

Allows creation sharing of model portfolios

Provide model portfolio as a value added service to clients

Admin

UsersCreate PublishSubscribePortfolioModel

Unique Value Proposition

Finahub Kinship Platform delivers value to all stake holders in the retail broking business

Retail Broking IndustryFor InvestorsFor TradersCommunityBetter AdviceShare OpinionCommunity Of TradersBetter Customer ServiceFor Broking FirmKnow Customer PreferencesCost Effective Customer ServiceTrack Customer ActivityResearch Report FeedbackKeep Customers EngagedProvide Value Added ServicesBetter Customer Service

Any Other Benefits ?

Yes !!!

Broking Industry Challenges

The challenges faced by Indian retail broking industry are

Cut throat competition

Rising operational cost

Lowering margins

Unhealthy competition on brokerage rates

Customers acquisition challenges

Market volatility

High customer attrition

Inactive customer base

How Kinship Platform Helps

ChallengesSolutions

Cut throat competitionDifferentiate by providing better customer service.

Rising operational costReduce the need for phone calls and in person interaction with customers.

Lowering marginsProvide value added services.

Unhealthy competition on brokerage ratesBetter customer satisfaction allows charging higher margins.

Market volatilityBe connected to the customer during the bad times.

Customers acquisition challengesSocial customer acquisition ?

High customer attritionHigh customer engagement levels lead to low attrition.

Inactive customer baseDynamic content, better guidance and lead better customer base utilisation.

Salient Features

Software as a Service (SaaS) model

White label solution that can be customised to match the look & feel of broking firm's webs site

Role based access

Highly configurable architecture

Revenue sharing pricing model

Advantage Kinship

Cost effective and scalable customer support

Build strong customer relationships

Proactive customer engagement

Be open and accessible 24 X 7

Improve the value of research reports

New revenue streams

Demo

Questions

?

Contact Us

Finahub Internet Services LLPPRA 61, Parottukonam,Nalanchira POTrivandrum, Kerala -695015

Website:http://finahub.com

Twitter:http://twitter.com/finahub

Email:info@finahub.com

FaceBook:www.facebook.com/finahub

Thank You