Shcil - Marketing Automation 27aug2018.pdf

Analytics of the Future >>

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

4.1 Data Repository

Data Loading Basic data cleansing 3 years of historical data

YES

All required reports and dashboard Single view of customer Product Maturity reports Potential customer reports

YES

4.3 Predictive Analytics

Segmentation Customer Risk Profile Recommendation Engine

YES

4.4 Master Data Management

Single golden record of each customer

YES

4.5 Customer Data Capture

Ability to capture customer data like email, Mobile, DoB, location, address, occupation etc.

YES

4.6 Contact Management

Ability to get additional information on existing customers like family details

YES

4.7 Campaign Management

Design Campaigns Manage Campaigns Run Campaigns

NO

4.8 Others

Single-sign-on User interface User Support

YES

4.2 BI and Reporting

Current Usage

Source

Kloutix RFP Response for Analytical Application / Section 4 RFP REFERENCE NUMBER: IT-08/2016-17

2

Marketing Automation

3

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 Campaigns

Campaign & Channel Analytics

Integrated Sales CRM

Business Rules Engine

Marketing Automation Process

Micro-Segmentation / Slice & dice on the fly

Create, Run & Manage Campaigns

Event Driven Marketing (Personal Events, Web Interactions, Emails)

Website Monitoring Social Media Effectiveness

Currently not available in FinPRO

5

zigihub v/s FinPRO Comparison Marketing Automation Marketing Automation Campaign Management Create, Run and Manage Campaigns

Website Monitoring and Lead Generation Get website leads, Web Traffic Analysis, Visitor Trends, Footfalls to leads ratio, Web activity history

Social Media Campaigns Run campaigns across social media and measure effectiveness

Personalization Micro-segmentation & Personalized Communication

Event Driven Marketing Personal Events, Email Triggers, Web Interactions, Payment Transactions

Campaign Analytics & Reporting Channel Spend Analytics, Marketing Asset Utilization Analysis, Lead conversion Analytics, Lead Trend Analytics

zigiService zigi Services

zigihub

FinPRO



O



O

Design manage and run sms and email campaigns



O

Campaign Analytics & Review



O

zigihub

FinPRO





Campaign Strategy & Design



O

Website Integration Campaign testing & execution



O



O



O



O

Campaign calendar ideation, Emailer design, Landing page design

6 Private and confidential

Marketing Automation Architecture Campaign Designs from Digital Agency

Sample Campaigns

Sell Insurance Policies

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 STRATEGY & DESIGN

• Design campaign objective and ROI • Monthly and weekly campaign execution Plan

EMAIL LIST (SEGMENTATION)

• Micro-segmentation of leads and customer data using zigihub • Acquire additional email ids of clients and prospects

• Design email campaigns

• Validation / cleaning

• Design landing pages

• Update data repository with additional/clean data

EXECUTE CAMPAIGNS

• Design campaigns • Execute campaigns as per plan • Define trigger events • Integrate with landing pages

MONITOR PERFORMANCE

INCREASE

• Track email performance – Delivered, opened clicked, call-to-action

• Fine tune the campaign strategy to increase the click and call to action rates

• Track the leads generated in zigihub

• Monitor the outcome

ROI

• Measure the outcome with defined objectives

8 Private and confidential

Campaign Calendar Send daily for 1 week till the event

Send Birthday Wishes / Promotion

Send Birthday Wishes / Promotion

Send Birthday Wishes / Promotion

New Product Offer Campaign

Send Birthday Wishes / Promotion

Seasonal Promotional Offer

Send Birthday Wishes / Promotion

Send Birthday Wishes / Promotion

Send Birthday Wishes / Promotion

HOLIDAY WISHES/PROMOTION

Educational Series

New Product Offer Campaign

Seasonal Promotional Offer

THANK YOU for purchase/Payment etc.

THANK YOU for purchase/Payment etc.

THANK YOU for purchase/Payment etc.

THANK YOU for purchase/Payment etc.

THANK YOU for purchase/Payment etc.

9 Private and confidential

SHCIL MyUniverse

10

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

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

Done

11

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 12

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