Client engagement beyond advisory
Design personalised campaigns that mix live market and client data
Your team sets campaigns to go out on a market event or a schedule, and your clients get updates built around their own portfolio.
Campaigns go out on a schedule you set, or when the market moves
Run a campaign daily, weekly or monthly, or fire it on a move in the data, such as a stock reaching its 52-week high.
A market update for each kind of client takes days of design and development
Each version needs a designer for its image and a developer for its data, so a timely idea reaches clients late.
Write one message with variables, set a time, and each client gets their own
Preview the message as a sample client will read it, before the hour arrives and the copies go out.
Market Insights
market news and trends
Portfolio Updates
changes, gains and losses
Analyst Opinions
insights and analysis
Announcement
product and feature updates
Live market data and each client’s own portfolio fill in the campaign
Your advisory’s performance, once SEBI PaRRVA verifies it, can go into a campaign beside the market’s numbers.
Indices and flows
Nifty, Sensex, GIFT Nifty, FII and DII flows, VIX
Stocks and sectors
last price, change, volume, sector moves, breadth
Portfolio and risk
size, mix, profit and loss, risk profile and RM
Orders and activity
order counts, brokerage, watchlist, last login
When a campaign fires, each client gets an image made from their own data
One design of text, pictures and charts serves every client, a unique way to personalise at scale.
Send a campaign from Commentary to any cohort, and Actions delivers and logs it
Actions delivers the campaign through your marketing tech, WhatsApp or push, and every trigger appears in Audit Trail.
Use Matchbook for the cohort, and Report Builder for your analysts’ reports
Matchbook’s AI picks the clients each campaign suits, and Report Builder turns the same data into research reports of many pages.
Agents generate a template or a background, and a campaign takes minutes to make
Your team finishes what an agent starts, and can have an attached PDF summarised or a video transcribed.
Your team makes campaigns itself, so clients get personal updates more often
With no agency, designer or developer to brief, an idea that comes up in the morning reaches clients the same day.
72%
of customers say personalisation influences which bank they choose
Accenture, Banking Consumer Study 2025
13%
of wealth firms tailor a message when volatility or a life event hits
Capgemini, World Wealth Report 2024