Sharekhan Improvers Reach & Scales Lead Generation with Zixflow

Sharekhan is a leading retail brokerage and full-service broker firm in India. It is the twelfth-largest full-service brokerage and the eighth-largest stock broker in India, with more than 3.1 million clients, 120+ branches, and a presence across 1,100 cities. 

With the aim of providing a robust trading and investment platform for serious traders and investors, Sharekhan offers access to various asset classes, such as equity, F&O, commodities, mutual funds, IPOs, PMS (Portfolio Management Services), and financial literacy.

Sharekhan Education is designed to help individuals master trading and investing in financial markets. It offers courses for beginners and experienced traders, focusing on stock market strategies, technical analysis, and live trading practice. With expert instructors, flexible learning options, and access to advanced trading tools like TradeTiger, Sharekhan Education empowers learners to build confidence and succeed in the world of trading and investments.

Being an ever-scaling company, Sharekhan wanted to boost its lead generation and engage users across multiple marketing channels. Plus, due to extremely high messaging volumes and customer inquiries, Sharekhan was struggling to handle these conversations. 

To resolve these issues, Sharekhan utilized the marketing automation capabilities of Zixflow to automate its marketing activities. 

• Multi-channel Marketing: Zixflow allows Sharekhan to run personalized marketing campaigns across SMS, email, and WhatsApp. By utilizing these channels, Sharekhan was able to boost its reach to attract a larger target audience for its educational events. 
• Automated workflows: Zixflow’s automation functionality enabled Sharekhan to manage high volumes of interactions and inquiries efficiently. These automated responses and follow-ups made sure it can timely engage with leads, enhancing the overall lead conversion process.

Event Promotion: Leveraging Zixflow’s outreach, Sharekhan was able to run multichannel promotional initiatives across SMS, email, and WhatsApp for its educational events. This multi-channel approach increased event visibility and drove higher attendance rates.

By leveraging Zixflow’s modern feature set, Sharekhan achieved remarkable results: 

• 70% boost in the lead generation rate through its financial education programs.
• 60% reduction in manual workflows, resulting in increased efficiency.
• Scaling over 5 million interactions on a monthly basis. 

Sharekhan’s experience with Zixflow has been something it was searching for. Using the advanced marketing automation features, Zixflow helped greatly to enhance customer interactions and engagement from a single platform. Pairing that with the multichannel messaging of Zixflow, Sharekhan found an effective marketing tool for streamlining customer success.