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Sapient's 5 business analytics based growth driversAmit Bivalkar, Sapient Wealth, Pune

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Key Take-Aways
  • Position redeeming on the app as a convenience rather as an utility. Many clients go dormant after giving lump sums. Switch them back in by going through your client base, finding who is dormant and reactive them.

  • Do a regular SIP mining through periodic review and check for any life changes that could prompt more investments. Calculate the revenue per client to decide on engagement level.

  • Look at number of units you have added per month. You might be growing but if you have not added units, there may not be real growth.

  • One should be able to calculate a legacy trail year wise and see if there's true growth from new business or if it is from existing business.

  • Mass mailers are not very effective. Targeting repetitive business clients and dormant clients with personalized calls and mails are more effective at generating business.

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Comments Posted
Mukesh Chothani ARN NO :0512 / Udit Investment Nasik, 04 May 2018

Nice.....Unless we r not educating next Generation abt Financial World ..How we develop India..n...Idians Wealth.

Datta Kanbargi ARN NO :18515 Belgaum , 03 May 2018

Awesome ideas Amit jee. Lot of take aways, Thanks for sharing.

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