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Leverage on the awareness that industry has created. Referrals help traction. Small things add up as giving right advice helps build confidence and trust.
User experience and the effort taken to educate clients helps differentiate you from the competition. Give clear reasons for the solution provided.
Many provide past performance of fund during the last 3, 5 years but do not provide fund's performance during market corrections such as 2008. Providing such info builds confidence.
Think like a customer on the info they would be looking for. Ask customers on how they found your services can help you optimize your marketing.
There will be time when returns will be secondary and it will be user experience and connect that will dominant client's decision to stay or leave.
Can you please tell me whats the backend you used for your platform? I mean is its BASE Star or NSE or TechProcess?
Intrested for client
I am already a big fan of Asset Plus Team...
What is the Name of your app?
Wud like to know more
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