Reliance MF has introduced another innovation - and this time it is meant exclusively for its IFA partners. Business Easy is a comprehensive CRM solution that RMF is offering free of charge to its IFA partners, to help you manage your clients and your business a lot more efficiently. In these challenging times, it would be natural for most IFAs to think about cutting back on IT spending, even if they are convinced about the incremental efficiencies that CRM solutions can bring to their businesses. But, with RMF now offering a comprehensive web-based solution at no cost to you, its time for you to look seriously at how you can leverage Business Easy and make managing your business and serving your customers a whole lot easier than ever before.

WF: What prompted you to launch Business Easy?

Himanshu: We put ourselves in our advisor's shoes and started thinking how we could simplify their life. In today's competitive and challenging business environment, some of the key questions that are relevant for all of us, including our advisor partners are : How do I compete for customers? Retain my base? Grow my business?

We looked at a typical business day of an advisor and listed most of the activities that he engages in. Then we thought what if we can converge all or most of that into one single, yet simple platform. That's how the concept of "Business Easy" came into play.

We are delighted to launch one more innovation from the house of Reliance Mutual Fund, a first of its kind online distributor portal called "Business Easy", for our Individual Financial Advisors (IFA) fraternity. "Business Easy" is a CRM platform. In this volatile and dynamic market conditions, speed of communication is key, both from AMC to distributors and distributors to investors. Moreover, the future clearly demands documented advice. The platform provides the ability to service customers as well. Plus, a key feature is the capability to receive, monitor and fulfill leads.

This has been a collaborative effort. Multiple stakeholders, not least our partners, have contributed towards making this a reality.

WF: What does Business Easy offer for an advisor?

Himanshu: "Business Easy" integrates all aspects of CRM, which otherwise comes at a significant cost and brings it to our partner's desktop. It is built on four noteworthy pillars, each providing a host of features and in a simplified workflow.

1. Customer Relationship Management

• View & manage your "Reliance Mutual Fund" investor database with ease.

• Maintain a "Diary" providing information about various activities schedule for your existing customers & prospects

• Engage on birthdays & anniversaries with your investors and enhance business relationship.

• Run various marketing initiatives with your branding for your existing and new investors via Email and SMS mode thereby increasing your share with Reliance Mutual Fund.

2. Service Support

• Instant Service offering access to trigger of E-statement to you and your investors' registered email id. Also send information about account balance, last five transaction and Net Asset Value (NAV) via SMS.

• End-to-end service request management.

3. Knowledge

• Critical insights like "Market for you", "News you can use", "What we are reading", "Product notes" etc.

• View market outlook from our fund management's desk.

• Instant access to investor awareness related newsletters.

• Access ongoing campaigns, addendums, application forms etc.

4. MIS/Sales support

• View asset-class-wise AUM & investor base along with instant access to "Business Snapshot Report".

• Manage your core business and service related data by getting instant access to various reports.

• Business opportunities with the uniquely designed "Lead Management Module".

• Evaluate AUM trend, payment mode & details of monthly brokerage along with the brokerage structure.

WF: How can distributors register in this Portal?

Himanshu: Procedure to register is very simple. Just follow the below mentioned steps and start using this site:

Log on to the "Business Easy" URL : www.rmfpartners.com

Sign up by filling up a simple registration form

Upon successful registration, an email confirmation with a link will be sent to your registered id

We request you to please click on the link provided to validate your registration request.

On successful validation, you will receive an email from us containing your Business Easy login     details

WF: Are there any plans to further enhance "Business Easy"?

Himanshu: Yes, of course. In the weeks to come, we have planned some extremely powerful tools which would transform user experience and take it to another level. To name a few:

1. On-line certification and training programs through our unique "Edge Academy".

2. Integration with "FinNet" platform

3. Avail benefit of " Forever Together-partner Recognition Program"

4. Ability to generate and send pre filled-forms

5. Brokerage Statement & MORE......

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