The operational reality
Your customers are mostly not investors; they’re distributors, IFAs, national distributors and banks. Servicing them well is the growth engine, and it’s mostly an operations problem dressed as a relationship one.
Distributor empanelment
ARN verification, agreements, KYD checks, bank and tax details, brokerage structure setup. Slow empanelment costs you the first month of a distributor's enthusiasm.
Distributor servicing at volume
Thousands of partners asking predictable questions, brokerage statements, transaction status, folio issues, campaign eligibility. Almost all answerable from data you already hold.
NFO and campaign operations
Short windows, high coordination: collateral distribution, distributor briefing, lead capture, follow up, and daily visibility on collections by partner and region.
Folio and investor servicing
Transaction status, statements, nomination and KYC updates, complaint handling within SEBI grievance timelines.
Brokerage and commission
Calculation, statements, disputes. Distributor trust in your brokerage numbers is worth more than most marketing spend.
What we build
Distributor lifecycle on Zoho
Empanelment workflow, servicing queues by partner tier, and a partner portal where distributors self serve statements, collateral and transaction status.
Cited answers across distributor data
"What's this distributor's brokerage position and any open issues?", answered with source records attached. The single most valuable AI deployment in asset management.
Learn moreVoice agents for campaign operations
NFO briefing confirmations, distributor activation calls, dormant-partner reactivation. Multilingual, transcribed into CRM.
Learn moreAI drafted servicing responses
First responses to routine distributor queries, drafted from the ticket thread and partner record, reviewed before sending.
Learn moreGoverned data layer
AUM, net sales, gross sales, redemption, SIP book and distributor productivity with one definition each and lineage to source.
Learn moreCampaign and collateral operations
Segmented distribution, eligibility rules, and tracking that shows which partners actually engaged.
Common questions
Can the AI answer distributor queries without a human?
It can draft, and for genuinely routine categories, statement requests, transaction status, autonomous handling is reasonable once accuracy is proven. Anything touching brokerage disputes or investor data changes stays human reviewed.
Do you integrate with RTA systems?
Yes. CAMS, KFintech and similar, plus your own back office. Feeds are monitored so stale data is visible.
We're a national distributor, not an AMC. Does this apply?
Yes, with the roles inverted: your servicing load is investors and sub-brokers rather than IFAs. Same architecture, different segmentation.