What we do

We partner with financial services companies and help them achieve their business goals through communication and information based initiatives. Tell us what your business problem is and our team with inter-disciplinary skills will work on the strategy as well as execution to get the desired solution.
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What we can deliver

We specialise in creating communication & information tools that'll help you in:

Investor Education	Financial Planning Delivery
Lead Generation	Relationship Management
Client Conversion	Marketing Communication
Increasing Average Revenue per client

Education is good for investors, but where is the ROI?

A systematically integratated strategy always yields results. 'First step' a strategic brand created by us to attract first time investors has resulted in 60% of new clients acquisition since its launch in 2005.

How can I get my sales guys to deliver Financial Planning successfully?

With a customised package of financial planning tools, that's relevant, easy to use and helps get a competitive share of your clients's wallet. Like the comprehensive one we developed for Religare Finmart

How can I make the web work well for me and get high quality leads

Create a content rich website with business effectivenes in mind. Recently a Kotak Group Company website developed by us, delivered high quality leads with an overall lead to sale conversion rate of 50%.

How to effectively scale training & drive user adoption?

Use video and animation. Self-playing seminar videos are helping our client conduct weekly seminars at 100+ locations. A series of animation clips are educating and persuading customers to switch to online investing.

How to get real time access to critical business data in one go?

Use a dashboard. We've created integrated business intelligence dashboards for stock braking companies that monitor sales, marketing, transaction, collections, customer service and risk management numbers.