Introducing Goal Based Reminders

Introducing Goal Based Reminders

Mutual Fund SIP is a great way to create long term wealth. In recent times, there has been a lot of interest all around due to various factors (mutual fund sahi hai ūüôā ). On top of it,¬†a lot of IFA and RIA are doing a great job in promoting the same.¬†Most of them educate the clients about¬†using SIP as a route towards goal fulfillment.

To further this cause,  we are excited to bring an innovation in the personal finance industry. Up until now, a typical CRM software would send your clients reminders that a premium is due or an MF SIP is due etc. But we are taking it to the next level.

Your clients would now start receiving beautiful, goal-linked reminders. E.g. say you have suggested a client to start an SIP of Rs.15,000 in a scheme linked to a goal. Your clients will now receive emails which shows details of the goals too. This will create a great impact and they will be less likely to stop SIP in case markets start seeing a downwards trend.

See an example email below. This is an SIP reminder. Other reminders like (Life Insurance Premium due, FD maturity etc. will work similarly)

mutual_fund_sip_goal_based_email_reminders

FAQ

  1. What kind of reminders are supported?
    • Fixed Deposit maturity
    • Life Insurance premium due
    • Life insurance maturity
    • Company Fixed Deposit maturity
    • Post Office Fixed Deposit maturity
    • Recurring Deposit maturity
    • NSC/KVP maturity
    • MF SIP reminder
  2. Can I disable reminders for a particular client?
    • Yes, you can. Go to Client Section > Profile >¬†Reminder Settings. You can customize a lot of things here.
    • To manage reminders at global level, go to Settings > Reminder Settings.
  3. I have entered data for all clients, but the Financial Plan is not generated or goal allocation is not done. Can I still send reminders without goal allocation?
    • Yes, the software still sends out reminders with all relevant information except the¬†goal¬†linkage part.
  4. Is the email sent from my email ID?
    • Yes.

Have feedback or ideas? Feel free to put in your comments below or write us on ideas@futurewise.co.in. We’re listening!

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