Embrace the Digital Shift in Stock broking Communication
With the JioCX cloud-based solutions for stock broking, effectively manage surges in trading volumes and new account openings, all while delivering cost-effective and time-saving services with maximum flexibility throughout the customer experience journey.
Targeted Promotional Campaigns
Today’s digitally savvy customers expect a seamless experience, an easy-to-use interface, and complete transparency. Attract new investors by delivering them the right message at the right time through targeted campaigns.
- Engage investors with concise, impactful promotional messages to drive action and capitalise on market opportunities via the JioCX SMS API.
- Reach new investors on their preferred channels with personalised investment opportunities through the JioCX WhatsApp API.
- Combine text, images, and videos to captivate investors using RCS Messaging for stockbrokers.
- Create value for customers through personalised voice calls and emails that provide targeted marketing insights, enhancing your credibility in stock broking.
Seamless Client Onboarding
Scale, speed, and communication channels in stock broking have transformed in today’s digital world. Partner with JioCX to leverage the benefits of CPaaS in stock trading, such as streamlined lead capture and seamless onboarding.
- From account setup instructions to investment strategies, simplify onboarding and follow-up communications with JioCX SMS and WhatsApp API.
- Use rich media tools to deliver engaging onboarding content, such as setup guides, and realign your customer experience to meet the expectations of today’s digitally savvy investor.
- Offer setup guidance and personalised investment advice through direct calls via voice API and detailed emails via the email API.
Real-Time Trade Alerts
Design a stellar customer service experience by delivering real-time stock trading notifications using the power of AI and automation.
- Send real-time stock alerts via SMS to ensure investors stay informed about their transactions and never miss crucial market movements.
- Account statements, detailed trade alerts, and more – utilise the JioCX Email API to share comprehensive updates, both promptly and accurately.
Regular Portfolio Updates
With our omnichannel cloud platform, you can effortlessly keep your clients informed about their portfolio and any upcoming event.
- Provide concise updates via the JioCX SMS API to keep clients informed about their portfolio performance.
- Portfolio performance report, stock market newsletter, or research report, reach your customer’s inbox directly and deliver in-depth insights through the Email API.
Targeted Investor Market Insights
With the JioCX integrated communication solutions for stockbrokers, engage potential investors and support their decision-making process by sharing personalised market analysis, stock recommendations, and educational content.
- Send stock recommendations in a concise format via the JioCX SMS API to guide investors in their decision-making.
- Share personalised stock market updates on WhatsApp and engage investors with in-depth market analysis and stock recommendations.
- Deliver comprehensive reports and educational resources via the JioCX Email API.
Investor Education and Support
Respond to queries faster with the JioCX multi-channel support for your investors. Be available on preferred channels—whether voice calls, chatbots, or WhatsApp—to minimize turnaround time.
- Escalate quick query resolutions through the SMS API to offer immediate responses.
- Enable timely communication with the WhatsApp API for real-time query resolutions.
- Unlock the power of voice API for interactive trading to offer personalised investor education, detailed explanations, and instant query resolution.
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