Curated Newsletters for Sales Team
For an AMC
CLIENT & PROBLEM STATEMENT
- A large Indian AMC with large sales team.
- The Client wanted to engage & educate its large sales teams for knowledge enrichment for engaging Distributors.
- They wanted to cover the latest happenings and developments in the MF & Wealth Industry.
APPROACH
- We set up our Newsrator tool for their corporate office. The setup involved scrapping news & developments using APIs & scrapping websites for curating the keywords of interest.
- The coverage including news on Sectors, Trending topics, People, Events based on their interest & likely matching in the MF and Wealth Management Industry in India and Globally. A topic enrichment for those keywords using ML modelling was done at the back-end.
- Curator Newsletters were curated based on the desired UI and topics based on each RMs interest.
SOLUTION & OUTPUT
- Daily Curated Newsletter using our Curator service in the desired formats are sent out to more than 100 sales team members of the company on a weekly basis.
- The coverage in the Newsletter was News and analytics on news including ML generated summary, sentiment, keywords, news classification, financial facts analysis etc.
- The Newsrator tool access was also given to their product team which provides news & analytics.