AI powered Customer data platform & Campaign automation built for Mutual Funds

NotifyVisitors is the perfect solution for mutual fund firms, wealth advisory companies, and asset managers aiming to achieve specific goals through automated services. Enhance team efficiency and streamline marketing efforts affordably.

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Trusted by leading mutual fund brands

Trusted By Top Mutual Brand

Trusted by leading mutual fund brands

Listen to What Our Customers Are Saying

As A Part Of This Growth, We Also Launched A Mutual New App Back In 2020, And We Have A Partner Which Is NotifyVisitors Which has Helped Us A Lot In This Journey, Especially The Retention Piece, Cross Sell, Upsell, Multiple Use Cases, Journeys, Et Cetera. So I Think They've Been Incredibly Helpful in Managing Our Customers' Lifecycle As Well As Helping Us Scale.

- Sidhant Oberoi| Digital Business

AI Powered Customer Data Platform

mutual fund

Case Study

SBI Mutual Fund Challenges

  • Diminished consumer awareness
  • Poor app and web engagement
  • Escalating cart abandonment
  • Increased churn rate
  • Reduced purchases

25% campaign based revenue

55% web push delivery rate

NotifyVisitors’ Solutions

  • Data-driven stats to gauge campaign performance
  • Used Push Notifications to boost brand awareness
  • Used Quiz based Journey to enhance engagement
  • Launched Targeted Email, SMS, & Web push Campaigns
  • Personalized Messaging to foster customer relationships

200% increase in email open rate

100% increase in subscribers rate


Convert Visitors Into Customer







Automate your campaigns with predefined templates and Intuitive journey builder

  • Welcome Series
  • Folio creation Dropoff
  • KYC Completion
  • Investment Drop-off
  • SIP Maturity Reminder

How AI can fuel your customer engagement

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Send personalized product recommendations in campaigns

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Send campaigns at users best time

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Send campaigns at users preferred channel

Personalize landing page of campaign & repeat visitor experience

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Create real time updated user's segments based on user's personal and behavioural data.

  • Custom Rule Segment
  • RFM Segment
  • Predictive Segment
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See campaigns’ performance with NotifyVisitors reporting and analytics tools

  • Revenue Tracking
  • Campaign Metrics
  • Schedule Reports
  • Clickmaps
  • Campaign Label
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Campaign Optimization

Unlock the full potential of your campaigns using smart features like preferred channel to reach, and preferred time to send, conduct smart A/B testing, and supercharge your results with the campaign booster feature.
  • Send Time Otimization
  • Channel Optimization
  • Smart A/B Testing
  • Campaign Booster
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Create beautiful, responsive emails in minutes with our Drag and Drop Editor

  • NFO Launch
  • SIP Top Up
  • Salary Day
  • Topical Communications
  • And many more...
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mutual fund

Data Governance

Give your customers the privacy they rightfully need and ensure data confidentiality with role-based access control and real-time alerts.
  • Data Quality
  • Data Policies
  • Regulatory Compliance
  • Business Policies
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Trusted by leading mutual fund brands

Best multi-channel Customer Engagement Software
for your mutual fund business.

Trusted by leading mutual fund brands

Best multi-channel Customer Engagement Software for your mutual fund business.