Customer Support Automation

  • Mutual fund coach with knowledge-based advisory
  • Personalized Mutual fund recommendation
  • Cognitive Assist for Mutual funds
  • Frequently Asked Questions

Help Mutual Fund distributors to help their customers better

Distributor Support Automation

  • Distributor FAQ – Queries relating to the Fund and its schemes e.g. Fund performance, portfolio composition.
  • Distributor Query linked to RTA System – Queries relating to the investor’s investment/account from RTA system.
  • Helps distributors scale by enabling them to support more investors at the same time.

Knowledge-based advisory

Robo Advisory

  • Product Recommendation forming a part of the Robo advisory process – this includes responses to investor inquiries relating to investment product portfolio. Allows investors to learn, assess and transact.
  • Helps investors to better understand their personal and financial goals and guides them through the opportunities available if managed well.

Increase New member Signups

Increase new investor sign ups

  • Lead Generation
  • Mutual fund Product recommendation

Rich context to drive investor experience

Structured Data

  • Integration with Mutual Fund CRM system
  • Integration with RTA system APIs

Unstructured Data

  • Integration with Mutual fund knowledge base
  • Integration with Product disclosure statements

  • Integration with 3rd party wealth learning systems

Personality and Preference insights

  • Customize content based on member preference and personality

Intelligence & Experience Management


Analytics to learn and understand investor experience


AI-based Machine learning based framework to enhance investor experience


Allows distributors and fund managers to work together to engage with investors better

“Nexright’s IBM Watson enabled Chatbot solution simplified our customer onboarding journey with immediate answers to hundreds of frequently asked questions”

                                                                                                             Yanese Chellapen, Director at Unkapt

Let’s discuss how Cognitive Assist for Mutual Funds can reshape your Superfund

Planning for a Chatbot? Let’s discuss how we can assist

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