Case Study: a leading financial company improves mutual fund access and engagement with Twixor

How a Leading Financial Company Improved Engagement & Accessibility to 45K Cr Worth Asset Class via WhatsApp

The client, a leading financial company, faced a challenge in providing its internal employees and distributors with efficient, real-time access to mutual fund updates and marketing materials. To improve engagement and accessibility to this asset class, they partnered with vendor Twixor to automate these processes and reduce their reliance on high-volume call centers.

Twixor implemented an AI-powered virtual assistant on WhatsApp, which automated access to mutual fund data after validating an ARN number. The solution included dynamic use cases, co-branded document downloads, and an "Invest Now" feature. This resulted in distributors accessing over 45,435.9 Cr worth of asset class, over 1,16,941.9 Cr in co-branding downloads, and a 5.2% reduction in call volumes for the client.