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  Your instant connection with your clients

Competetion is growing day by day. Everyday your customers are being approached by several advisors, offering him innovative investment opportunities. CUSTOMER LOYALTY is becoming a concerning issue and RETAINING the customer has become a major challenge. To ensure customer loyalty you must be in regular touch with him.

Now, reach out to your customers at the click of a button!! Use the power of SMS to keep in touch with them at affordable costs

The FundzMagic SMS add-on module empowers you to stay in touch with customers and provide him with a host of valuable information about his investments. Here are some of the highlights of this module:

  • You can send personalized messages to your customers via a compatible mobile handset or SOTS - an Internet based SMS service available exclusively to Datacomp Software users
  • Send variety of messages such as:
    • Birthday Greetings
    • Wedding Anniversary Greetings
    • Your Latest MF Networth
    • Transaction Confirmation
    • Dividend Earned
    • Dividend Announcements
    • NFO Announcement
    • SIP Due Intimation
    • SIP Expiry Intimation
    • Portfolio Review Reminder
    • Stop Loss / Book Profit Alert
  • Auto-Scheduling – Configure the services once and leave it to FundzMagic to send messages automatically on daily basis
  • Broadcast Facility – ideal for running marketing campaigns and sending festival greetings to customers, prospects, associates and friends
  • Facility to send SMS to your Sales Staff, Sub-brokers, Principal brokers and your contacts in Registrar Office, AMCs and your branch offices
  • Exhaustive log information of messages sent is available with convenient filters
  • Online Balance check and Refilling
  • Highly Cost Effective!! - Send SMS to your customer anywhere in India for as low as 36p*
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