Edetailing software for mutual funds companies
Transform your Mutual Fund Distributors/Advisors field force with powerful eDetailing software
Vistaar's eDetailing software is ideal for the Mutual Fund companies and fund advisors selling agents to engage with their customers.
eDetailing, also known as electronic detailing, enables your fund advisors to present their content in an interactive and engaging way to individuals, families and businesses.
Vistaar Digital has been working hand-in-hand with Mutual Fund companies at every stage, in helping Fund Advisors/Distributors make a smooth transition into paperless detailing.
eDetailing for Mutual Fund Companies
eDetailing means digitizing investment sales content and displaying it on a mobile device.
Mutual Fund Distributors/Advisors agents & third-party Distributors/Advisors will use an eDetailer to make presentations to potential customers.
eDetailing usually occurs through one-to-one calls, though presentations to small groups of individuals / families is also common practice. eDetailing is also known as electronic visits, e-visits, iPad detailing, CLM detailing, electronic detailing, investment detailing and other terms. eDetailing has largely replaced the paper-based communications used to 'detail' or explain investment and sip products to individuals in the past. While digital presentations were initially shown on laptop computers, the introduction of the iPad and Android tablets enabled a more engaging experience — as advisors could hand the device to individuals for increased interaction. This benefit led to the widespread adoption of eDetailing using mobile devices in the mutual fund industry.
Today, eDetailing is often combined with other channels, including: approved email, remote engagement, and on-demand self-service systems. This multichannel approach enables increasing sophistication in how eDetaiing is used, with sessions carefully sequenced to take place at moments when they provide the most value to investment seekers.
Enablr edetailing software for mutual fund companies
With Enablr, you will get right in your hand a powerful tool to boost your Mutual Fund sales. Get a birds eye view of all mutual fund advisors, mutual fund distributors, presentations, schedules at one place.
