Martech Solutions for Securities Business

Leaders
in the market

Group 1

Climbing
rankers

Group 2

We know your well

Partnering for Growth

Group 1
leader in the market

Build brand reputation and transparency of the company
Maintain top market shares
Invest in digital transformation for online systems and technological capabilities
Employ a professional team of experts and brokers
Provide multi-channel customer support
Enhance customer experience and increase loyalty

Group 2
climbing rankers

Enhance branding reputation and gain market shares
Need to invest in online system and digital transformation
Fulfill and level up the professional team of experts and brokers
Expand for multi -channels customers supports
Increase customers experience and satisfaction

Aligning Our Insights
with Your Business for Success

Our domain expertise and robust security are the cornerstones of your success.

Group 1:

LEADERS
IN THE MARKET

Group 2:

CLIMBING
RANKERS

Core services

Brokerage for Individual/Corporate Clients
Asset Management
Investment Services

Brokerage for Individual/Corporate Clients
Securities Services
Corporate Bonds & Transaction Sponsorship

Business
Department

Information Technology
Data Center Department
Online Business
Marketing & Communications
Customer Service
Broker Management
Business Management

Information Technology
Data Center Department
Online Business
Marketing & Communications
Customer Service
Broker Management
Business Management

Marketing activities

Conduct webinars/ workshops
Host coffee “Chat”
Sponsor event/ talk shows
Develop Investment Hub
Organize offline event
Implement in-bound marketing
Enable omni channel interactions

Conduct webinars/ workshops
Organize offline event
Execute email marketing

Group 1:

LEADERS
IN THE MARKET

Business
Department

Information Technology
Data Center Department
Online Business
Marketing & Communications
Customer Service
Broker Management
Business Management

Marketing activities

Conduct webinars/ workshops
Host coffee “Chat”
Sponsor event/ talk shows
Develop Investment Hub
Organize offline event
Implement in-bound marketing
Enable omni channel interactions

Group 2:

CLIMBING
RANKERS

Business
Department

Information Technology
Data Center Department
Online Business
Marketing & Communications
Customer Service
Broker Management
Business Management

Marketing activities

Conduct webinars/ workshops
Host coffee “Chat”
Sponsor event/ talk shows
Develop Investment Hub
Organize offline event
Implement in-bound marketing
Enable omni channel interactions

Unlock Your Potential:

Targeted Strategies for Securities Businesses

Business Goals

Our Insights

Our Consulting Packages

Acquire new customers

Our Insights

Drive qualify visitors to eKYC completion and account creation
Offer onboarding and 1:1 broker support for the 1st 3 months

Our Consulting Packages

Increase conversion rate and retention rate

Our Insights

Optimize customer journey by phase from eKYC to account creation, access into account , deposit into the account, making the 1st trading
Optimize the retention rate and detect churned customers

Our Consulting Packages

Generate more trading transactions

Our Insights

Segment customers
Leverage the strategy of audience + data, content + channels and optimize journey mapping based on trading behaviors

Our Consulting Packages

Personalize investment experiences to increase customer experiences and satisfactions

Our Insights

Leverage the power of “watchlist” to offer the proper investment recommendations based on investing intentions
Smartly interact with customer by omni channels

Our Consulting Packages

Mobio solutions

ACTIVATION CDP for marketing team

OPERATION CDP for sales and service team

ANALYTICS CDP for For data & digital Team

A Complete Platform Tailored to Achieve Every Marketer’s Vision

Omnichannel Journey
Segmentation
Personalization
Marketing Assets Builder
A/B Testing
Ads Audience Sync
Marketing Report

Boost Sales, Delight Customers, and Empower Teams for Seamless Success

Oppty Management
Sales Pipeline
Call Center
Social & Chat
Ticket Management
Automation Process
Workflow Management
Task Management
KPI Management
Sales & Service Dashboard

Harness Your Data’s Potential to Drive Smarter, More Strategic Decisions

RFM Analysis
Customer Lifetime Value
Propensity Model
Next Best Offering
Data Studio for BI
Deep Report

Getting started
is easy

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LEADERS IN THE MARKET

CLIMBING RANKERS

LEADERS IN THE MARKET

CLIMBING RANKERS

LEADERS
IN THE MARKET

CLIMBING
RANKERS

LEADERS
IN THE MARKET

CLIMBING
RANKERS