UTI Asset Management Company Collaborates with Salesforce

Leading CRM solution provider worldwide, Salesforce today revealed a partnership with UTI Asset Management Company, a trailblazer in asset management who will shape a future whereby every client engagement is a journey of trust, transparency, and tailored service.

The foundation of UTI AMC's technological vision—a digital-first, data-first company using innovative ideas to provide exceptional investment performance—is this partnership.

UTI AMC will also use Salesforce to transform large data points into meaningful interactions, automate marketing activities, and simplify customer engagement, given the size on the horizon and customer value of top importance. UTI AMC will simplify procedures, enhance client contacts, and increase campaign efficiency using Salesforce's Data cloud and analytics technologies, therefore enabling wealth management for anyone.

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Using Salesforce's Customer Data Platform and Marketing Cloud, UTI AMC will be equipped with artificial intelligence tools to concentrate on knowing the particular financial goals of every customer. Real-time data hyper-personalization will help to create digital solutions across touchpoints, thereby addressing the various needs of investors and partners. Using data and offering business insights, Salesforce Data Cloud and Tableau can help to change the experience This will produce a coherent environment reflecting UTI AMC's basic ideals of honesty and creativity in a well-integrated, trustworthy platform.

Mr. Imtaiyazur Rahman, Managing Director & CEO at UTI AMC, said: “Our commitment to embrace digital transformation has enabled us to leverage cutting-edge technology and provide superior customer experience. By partnering with Salesforce, we have strengthened our position, enhancing our legacy with superior customer engagement and experiences that empower our investors. Our proactive adoption of digital tools, from seamless KYC processes to comprehensive investment management platforms, ensures that we meet the evolving needs of our clients, helping them achieve their financial goals with utmost sincerity and trust.”

Arun Parameswaran, Managing Director – Sales, Salesforce India, said: “Today, technology offers fascinating opportunities for innovation in asset management. At Salesforce, we understand that trust, digitization, and personalization are overwhelmingly critical to drive innovation. Financial service institutions must meet their customers on channels of their choice and provide them with an end-to-end experience. This collaboration showcases the power of Salesforce in driving innovation and efficiency in the financial services sector. We are thrilled to collaborate with UTI AMC on their digital transformation journey and look forward to supporting the company in driving business success.”

About UTI Asset Management Company

UTI Asset Management Company Limited is UTI Mutual Fund's Investment Manager. Approved to be an Asset Management Company for UTI Mutual Fund by SEBI on January 14, 2003, it is registered under the Companies Act, 1956.

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