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NXT, the Next Gen Platform for Authorised Persons (formerly known as Sub Broker)

NXT is a platform which uses technology to help our Authorised Persons to be an integral part of the digital ecosystem and effectively utilise the business opportunities that are generated through our various marketing initiatives. It is an advanced digital marketing and client relationship management tool, that helps the authorised persons digitally market their services on various social and professional networks, integrate the leads into our robust lead management system, effectively engage and service clients through dashboards, track client stock performances, cross-sell mutual funds and other financial products.

The leads generated through digital marketing where AP’s share the Lead generation link, are integrated in the lead management system which tracks client’s interests and client acquisition. The Digital KYC process can be completed from the lead management system, which makes the process expeditious. Additionally, our authorised persons are able to track their business through various parameters such as revenue generated, client activation and mutual funds AUM and compare their performance with their peers.

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Further, NXT provides a feature “Integrated Platform for Equity and Mutual Funds & other financial products such as Insurance, NCDs, Loans, FD’s etc”, enabling authorised persons to offer a streamlined experience to their clients, by providing them with services such as goal planning, long term portfolio building, tracking the clients’ SIP calendar and populating potential information, which may be discussed by our authorised persons with their clients.

NXT also provides “Dormancy Prediction”, which is a tool to predict the clients’ behaviour and trading patterns.

“Business Consultancy” helps authorised persons with Qualitative guidance and key action points to improve business performance in order to take their business to the next level. It provides actionable specific reports on sales , service and overall business.

NXT also provides Free Digital Collateral for authorised persons to share in their social media.

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