Case Study 35: Curated Newsletters for Sales Team

For an AMC

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  • 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.
  • 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.
  • 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.
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