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Why are we not able to increase AUM - Coggle Diagram
Why are we not able to increase AUM
Outflows are increasing
Performance Issues
Wrong Fund Selection
Improper Risk Alignment
Moving to competitors
Regular
Direct
Other Alternatives
PMS
AIF
Real Estate
FD
Market Conditions
Market Fall
Market Recovery & All time high
Inflows are not increasing
Not able to attract new clients
Not able to get traffic
Lack of New Age Content
Outdated APP/Website
No tools for clients to engage
Lack of fund details
Marketing
Online
Offline
Referrals
Social Media Presence
Not able to convert
Manual Process to convert
App/Website does not engage customers
No Digital Conversion Process
Portfolio Builder
Portfolio Reviewer
Digital Customer Journey
Differentiated Products/Features
Not able to increase wallet share from existing clients
Low Engagement
Lack of client related content
Too many mailers
No clearly defined Service Offering
Regular Reviews
New Ideas
Risk Monitoring
Performance Reporting
Understanding Goals
New Innovative Products
No Clear Strategy to increase SIP