Introducing BSLMF FinGo Partner , the dedicated mobile application from Birla Sun Life Mutual Fund for its distributors.
BSLMF’s FinGo Partner is designed keeping our partners’ requirements in mind. A simple interface, small-size and quick navigation are some of the features that make this app a powerful tool.
How does BSLMF’s FinGo Partner give our partners the competitive advantage over others?
Distributor Initiated transactions:
Now with FinGo Partner, make your customer’s investment experience hassle-free. You can purchase, redeem, book SIPs and switch between investments at just a click.
Assisted eKYC for investors:
As a mandate, customers need to fill in their Know Your Customer (KYC) form to make an investment in Mutual Funds. Now with FinGo Partner, you can assist them with the filling of their eKYC and subsequently help making an investment in real-time.
Distributor initiated folio creation:
Now you can sit with your customer anywhere and create their folio in accordance to their need. This will save time and help close your deal right at that time.
Reports:
Provide your customers Fund wise Summary Report, Customer Transaction Report, Brokerage Report, AUM report fund wise & location wise and Customer valuation assessment to help them take an informed decision.
Product List:
You can also suggest your customers the best course of action by easily accessing the wide range of solutions from us.
Calculator Tool:
FinGo Partner also grants access to a Calculator Tool that makes it easy to calculate your customer’s returns on investment while on-the-go.
View your ABFS Privilege Club details:
This application grants access to your club point status, view & redeem benefits exclusive to your club class and get recent updates at the touch of a button.
Relationship manager details and News & Videos:
Using FinGo Partner, not only can you view your Relationship manager’s credentials, but also get updates, news and videos on recent happenings.
With all these features and regular updates at your fingertips, be assured of Scaling greater heights together.
So go ahead and install BSLMF FinGo Partner to open a gateway to a brighter and more profitable road ahead.