Redsoft

Task:

To develop an online platform for selling mutual funds, fiduciary management, and individual investment account via agent channel (via external banks)

To make buying of products usable, easy and fast for banks’ clerks

Create a system of sales support with a base of knowledge for sales managers

Solution:

  • Integration with client’s personal account and the back-office of Management company in real-time

  • Client registration and execution of requests and contracts remotely at any time

  • Simplified clients’ registration with verification through the state information system

  • Tripartite signing (a client, an agent and the management company) by simple electronic signature

  • Fully electronic workflow

  • Developed flexible system of rights

  • Control for employee actions, reports formation according to chosen parameters

  • Sales statistics from different sides (agent/city/office/manager/and other)

Result:

  • Time for registration of clients at an office has decreased from 90 to 10 minutes

  • Sales conversion has increased 3 times

  • The number of clients has increased on 30% compared to the same period of time

  • The number of drawn up contracts for individual investment accounts and fiduciary management via an affiliate network has increased on 20%

Client review:

For expanding sales channels we needed a tool to effectively sell investment products through agents’ networks. The main goals were to increase the number of sales to current and new customers through retail outlets and to optimize the work processes of clerks and managers what consequently would impact sales as well. Redsoft company has developed an Agent personal cabinet for that purpose. A workflow was completely turned into electronic, the process of registration was significantly simplified - as a result, time expenses on registration and execution of contracts have been significantly reduced. We have noticed growth in the amount of registration and buying new products via clerks of agents’ network. The platform has solved all problems that were set before the project. And for that, we thank all members of the project team: Daniil, Danil, Anna, Dmitriy, and Alexey.

Dmitry Dubrovsky

Chief Digital Officer

Dmitry Dubrovsky

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