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Kloutix Management Summary

Kloutix Solutions Pvt. Ltd

P3-303, Pentagon Towers
Magarpatta City, Hadapsar
Pune - 411013

9th-Nov-2015
FinPRO – Scope v/s Usage
Section Scope Current Usage
Data Loading
4.1 Data Repository Basic data cleansing YES
3 years of historical data
All required reports and dashboard
4.2 BI and Reporting Single view of customer
YES
Product Maturity reports
Potential customer reports
Segmentation
4.3 Predictive Analytics Customer Risk Profile YES
Recommendation Engine
4.4 Master Data Management Single golden record of each customer YES Source
Kloutix RFP Response for
Ability to capture customer data like email,
4.5 Customer Data Capture YES Analytical Application /
Mobile, DoB, location, address, occupation etc. Section 4
Ability to get additional information on existing RFP REFERENCE
4.6 Contact Management YES
customers like family details NUMBER: IT-08/2016-17
Design Campaigns
4.7 Campaign Management Manage Campaigns NO
Run Campaigns
Single-sign-on
4.8 Others User interface YES
User Support 2
Marketing Automation

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Marketing Automation for Increasing
Inbound Marketing zigihub Marketing
Integrated Marketing Automation

Inbound Marketing
Monitor and grow website visits

Social Connect
Engage clients across social channels

Campaign Management
Design, Manage and run your email, SMS and social
campaigns 4
zigihub Marketing Automation
Data Repository (FinPRO)

Analyze & Refine

Business Rules Engine
Campaigns

Campaign & Channel Micro-Segmentation /

Analytics Marketing Slice & dice on the fly
Automation
Integrated Sales CRM Process Create, Run & Manage
Campaigns

Event Driven Marketing

Website Monitoring (Personal Events, Web
Interactions, Emails)

Social Media
Effectiveness Currently not available in FinPRO 5
zigihub v/s FinPRO Comparison
Marketing Automation zigiService

Marketing Automation zigihub FinPRO zigi Services zigihub FinPRO

Campaign Management   Campaign Strategy & Design
Create, Run and Manage Campaigns Campaign calendar ideation, Emailer design,  O
Landing page design
Website Monitoring and Lead Generation
Get website leads, Web Traffic Analysis, Visitor Trends,  O Website Integration  O
Footfalls to leads ratio, Web activity history
Campaign testing & execution
Social Media Campaigns  O Design manage and run sms and email campaigns  O
Run campaigns across social media and measure effectiveness

Personalization  O Campaign Analytics & Review  O

Micro-segmentation & Personalized Communication

Event Driven Marketing

Personal Events, Email Triggers, Web Interactions, Payment  O
Transactions

Campaign Analytics & Reporting

Channel Spend Analytics, Marketing Asset Utilization Analysis,  O
Lead conversion Analytics, Lead Trend Analytics

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Private and confidential
Marketing Automation Architecture Sample Campaigns

Campaign Designs Sell Insurance Policies

from Digital Agency

Sell MF Policies

NFO

Define business rules to

segment customers Weekly Portfolio change of an investors

Leads Data From LMS

Birthday Greetings

Campaign Effectiveness 7
End-to-end Marketing Automation Process

CAMPAIGN
EMAIL LIST EXECUTE MONITOR INCREASE
STRATEGY &
DESIGN (SEGMENTATION) CAMPAIGNS PERFORMANCE ROI

• Design campaign • Micro-segmentation • Design campaigns • Track email • Fine tune the
objective and ROI of leads and customer performance – campaign strategy to
data using zigihub • Execute campaigns Delivered, opened increase the click and
• Monthly and weekly • Acquire additional as per plan clicked, call-to-action call to action rates
campaign execution email ids of clients
Plan • Define trigger events • Track the leads • Monitor the outcome
and prospects
• Integrate with generated in zigihub
• Design email • Validation / cleaning • Measure the
campaigns landing pages outcome with
• Update data defined objectives
• Design landing pages repository with
additional/clean data

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Private and confidential
Campaign Calendar

Send daily for 1 week

till the event

Send Birthday Wishes / Send Birthday Wishes / Send Birthday Wishes / Send Birthday Wishes / Send Birthday Wishes / Send Birthday Wishes / Send Birthday Wishes /
Promotion Promotion Promotion Promotion Promotion Promotion Promotion

HOLIDAY
WISHES/PROMOTION
New Product Offer Seasonal Promotional
Campaign Offer
Educational Series

Seasonal Promotional New Product Offer

Offer Campaign

THANK YOU for THANK YOU for THANK YOU for THANK YOU for THANK YOU for
purchase/Payment etc. purchase/Payment etc. purchase/Payment etc. purchase/Payment etc. purchase/Payment etc.

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Private and confidential
SHCIL MyUniverse

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MyUniverse Application – Current Status Phase 1
S. No. Activities Comments

1. Ability to view own data

2. Get investment profile, Trading and holding details
3. Get information on product maturity
4. Ability to update own information
Done
5. See all historical transactions
6. Weekly updated information
7. Integrated with SHCIL source systems

8. On-going integration and internal testing

9. Application Access to internal stakeholders Application Access & Feedback form provided to 49
SHCIL stakeholders for review.
Awaiting feedback.
10. Daily Data Loading Kloutix has completed all scripts for daily extraction of
data
Awaiting data from SHCIL IT team to complete daily
loading in FinPRO and MyUniverse
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Customer Self Serve Application - Phase 2

S. No. Activities Description

1. Go-Live / Feedback Take feedback from branches for additional customer expectations

2. Integrate with market data Capture market data – Stock/MF rates in the FinPRO backend

3. Portfolio changes (Weekly) Customer will be able to view his/her portfolio change on a weekly basis

4. Market change (Weekly & Monthly) Customer will be able to view the market change trends on a weekly/monthly
basis

5. Feedback Form Customer can provide basic feedback to SHCIL

6. Report Enhancements Add new reports/ Modifications

7. Customer Help / Contact us Form / FAQs Help centre/FAQs made available for customer to access the customer self-serve
application

Duration: 3 mths

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 Kloutix Solutions Pvt Ltd
P3-303, Pentagon Towers
Magarpatta City, Hadapsar
Pune - 411013
www.klouitx.com