Investment Goal Feature Summary & Details in Client/MFD App must shows Folio Number in mapped Schemes
StayAhead Financial Services
started a topic
2 days ago
"Investment for a Goal Menu Tab" on the Mobile App's
landing page two simple suggestions (in my opinion) that will
further take this tab to the next world-class level
(1)The first scheme name mapped
and presently showing under any particular goal must reflect the Folio Number,
as this will create a lasting impact on the investor. From a behavioral point of
view, it's also necessary so that they can think many times before redemption.
(2)Secondly_" Investment for a Goal" Tab, you add "My"
before and rename it-"My Investment for a Goal." it will create more
attachments to Investors for their goals(just for a behavioral point of view I'm
stating). Rest, Investwell decide but must thought over it
StayAhead Financial Services
"Investment for a Goal Menu Tab" on the Mobile App's landing page two simple suggestions (in my opinion) that will further take this tab to the next world-class level
(1)The first scheme name mapped and presently showing under any particular goal must reflect the Folio Number, as this will create a lasting impact on the investor. From a behavioral point of view, it's also necessary so that they can think many times before redemption.
(2)Secondly_" Investment for a Goal" Tab, you add "My" before and rename it-"My Investment for a Goal." it will create more attachments to Investors for their goals(just for a behavioral point of view I'm stating). Rest, Investwell decide but must thought over it
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