Sanchay CRM Invite
August 28 @ 4:30 pm - 5:30 pm
Managing client folios across multiple RTAs and tracking broken SIPs manually consumes valuable advisory hours. This interactive 60-minute session breaks down how leading MFDs leverage Sanchay CRM to automate daily data syncs, maintain AMFI compliance effortlessly, and identify multi-generational portfolio growth opportunities.
Key Agenda Highlights
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1. Auto AUM & Folio Synchronization: Eliminate manual spreadsheet updates with direct feeds and portfolio reconciliation.
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2. Family-Wise Wealth Mapping: Consolidate family portfolios under unified views to spot untapped cross-selling potential.
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3. Operational Workflows & Engagement: Set up trigger-based client greetings, task automations, and instant SIP failure alerts.