Solutions
An advisory layer for every stage of your funnel
Pick the stage where your client journey leaks the most. Each stage has a product, a role that owns it and a way to measure the change.
Turn market analytics into a daily acquisition channel
The problem
Retail investors search for "what is happening with BBCA" every day. Your competitors answer with generic newsletters; your analysts cannot write ten articles a day in Bahasa Indonesia.
What we do
Reporter drafts long-reads for SEO, short stories for the app and posts for social from technical, fundamental, macro and news ingredients, and your editor releases them.
- Organic traffic from stock and fund queries
- A content calendar filled automatically
- The same analytics reused in push notifications
Products for this stage
Give every client a plan, not a top-5 list
The problem
Your app shows quotes, news and a buy button. It does not tell a client whether they will reach their goal, how much cash to keep, or what to do in a crisis.
What we do
Portfolio Adviser Workspace runs an eleven-step interview, simulates thousands of scenarios and returns goal probabilities, an allocation under a risk limit and what-if levers. Fund Compare API explains two funds side by side in the client's own terms.
- Self-service plans without adding advisers
- Clients see risk before they buy
- Personalised push and in-app nudges from real numbers
Products for this stage
Give every client a personal proposal, not only the top accounts
The problem
A personal proposal takes a manager hours: profile, product list, compliance, a chart, a write-up. So only the top accounts get one.
What we do
ProSales turns a client profile into a reksa dana portfolio in one click, draws the forecast fan with a crisis case, writes the rationale in plain sales language and produces a link the client opens on WhatsApp.
- Proposals in one click
- Every proposal consistent with company fund policy
- A pilot that measures two groups of managers
Products for this stage
Keep clients informed between trades
The problem
After the first trade most clients hear from you only when the market falls.
What we do
Weekly risk checks with rebalance advice, fresh journal insights on the assets a client holds and assistant bots that answer "is this stock for me?" in seconds.
- Reasons to open the app every week
- A plan to point to when markets fall
- A warm path to an advisor when the client needs one
Products for this stage
By role
Who owns which product
Digital & Product
Sales & Wealth
IT & Data
Not sure where to start?
Book a demo. We map your funnel in thirty minutes and suggest the first pilot.
Book a demo