How Motilal Oswal personalized portfolio analysis reports with multi-lingual recommendations

Motilal Oswal achieved a 9% increment in trade transactions by sharing personalized portfolio statements with every customer.

1.25 Lacs Personalized client statements generated
9% Increment in trade transactions due to report linking with trade execution
2340 Man-hours saved in customer portfolio restructuring activity in a month

Business Challenge

Identifying the barrier of Language Communication

MOSL, caters to 100,000+ active customers across India, both retail and high net worth individuals. The company created monthly portfolio analysis reports for its diversified clientele to evaluate and communicate the performance of their investments.

Unlike the HNI investors, the reports generated for their retail customers were just a compilation of trading activity, inflows, outflows, positions, and balances in a dry tabular format. These transactional reports barely touched on the concept of performance. The broking firm lacked the bandwidth & financial viability to manually provide personalized human-advisory services to its retail customers.

Additionally, not every customer was adept in understanding portfolio reports filled with heavy charts and tables. Even the financially savvy clients were unable to comprehend and analyze the performance of their investments in the market as compared to their peers.

Moreover, since the majority of the investors belong to Maharashtra, Gujarat, and TamilNadu, they understood the regional languages better than English. Thus, creating and sharing portfolio analysis reports in one common language - English proved to create a barrier of communication between the portfolio managers and investors.

Key Problems Identified:

  • Significant manual & financial bandwidth to provide human-advisory recommendations for each customer
  • Tabular portfolio reports caused a communication gap between the clients and the portfolio managers
  • Inability to send out investment reports to thousands of customers every month
  • Incapacity to reach out to a diverse set of customers due to reports being generated only in English
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Motilal Oswal

Company Overview

Motilal Oswal Securities Ltd, one of the most reputed names in the financial service sector established as a stock broking company bloomed into offering a diversified range of financial products and services.

Providing service differentiation in a highly saturated market is a tough nut to crack. Therefore the company needed to offer a seamless experience to all its customers.

Finance & Banking