CUBOT business intelligence applications for fund houses (variously called mutual fund house or asset management companies) have been built on the back of deep engagements with our customers. They are field-tested and field-proven, and are continuously enhanced based on customer feedback. Called 'monitors', these are a set of pre-built and ad-hoc reports, supported by a powerful analyzer that gives you insights like never before, and a notification system where one monitors exceptions.
The Fund House Monitor provides enterprise wide MIS using data pulled from R&T, financial accounting systems, and where available, from fund accounting, indices, and ratings. The Loyalty Management System provides fund houses with loyalty programs for their distribution channel a method to effectively manage, monitor, and adapt the loyalty program to meet changing dynamics of the market and the producers. Channel Monitor solution helps channel managers identify, track and help focus on their most profitable channel partners. Customer Retention Monitor helps reduce churn through micro-segmentation and targeted campaign management. Finance Monitor provides profitability and market analysis across a wide variety of parameters.
The current volatile stock and money market is pushing investors away from mutual funds to safer investment options. Investor-friendly regulations, and galloping sales expenses are adding to their woes. In this tough business climate, CEOs and sales heads have very little wiggle room while taking decisions. Their customer acquisition and retention decisions must always be spot-on; gut-based decisions must make way for data-driven decisions.
CUBOT Customer Retention Monitor for fund houses is an essential tool for sales and marketing heads. Reports provides insights into how churn patterns; the Analyzer provides a variety of different ways to understand churn – by location, product, investor demography, and channel. High attrition sectors can be identified, lists drawn and marketing campaigns initiated to retain potential exits. Channels and branch managers can be alerted to reach out to likely churn candidates.
There are few technology companies that understand the business analytics space; Robust Designs Is one of them. They have not only shown a deep understanding of the business domain, but have also shown an ability to convert that knowledge into a technological product (CUBOT).
Robust Designs executives' commitment towards delivery and service orientation were of great help in delivering value during the business analytics software implementation in our company.
