AI-powered CDP & campaign automation built for mutual funds
NVECTA is the perfect solution for mutual fund firms, wealth advisory companies, and asset managers aiming to achieve specific goals through automated services. Enhance team efficiency and streamline marketing efforts affordably.
Right audience reach
Connect with the right audience using powerful tools that drive meaningful engagement.
Personalized campaigns
Drive better engagement and results by offering personalized campaigns.
Omnichannel messaging
Reach your audience by employing multiple communication channels.
Actionable insights
Make smarter decisions using clear, real-time customer behavior insights.
Trusted by thousands
Success quantified
Real results from real customers—measured across ROI, growth and retention
500+
satisfied clients globally
98%
clients satisfaction
5x
ROI for clients
2x
more conversion
AI-powered Customer Data Platform
Convert visitors into customer
App install Popups
Push notifications
Signup forms
Automate your campaigns with predefined templates and Intuitive journey builder
- Welcome series
- Folio creation dropoff
- KYC completion
- Investment drop-off
- SIP maturity reminder
Automate your campaigns with predefined templates and Intuitive journey builder
- Welcome series
- Folio creation dropoff
- KYC completion
- Investment drop-off
- SIP maturity reminder
Our powerful solutions
How AI can fuel your customer engagement
Send personalized product recommendations in campaigns
Send campaigns at users best time
Send campaigns at users preferred channel
Personalize landing page of campaign & repeat visitor experience
Create real time updated user's segments based on user's personal and behavioral data.
- Custom rule segment
- RFM segment
- Predictive segment
Create real time updated user's segments based on user's personal and behavioral data.
- Custom rule segment
- RFM segment
- Predictive segment
See campaigns’ performance with NVECTA reporting and analytics tools
- Revenue tracking
- Campaign metrics
- Schedule reports
- Clickmaps
- Campaign label
See campaigns’ performance with NVECTA reporting and analytics tools
- Revenue tracking
- Campaign metrics
- Schedule reports
- Clickmaps
- Campaign label
Campaign optimization
Unlock the full potential of your campaigns using smart features like preferred channel to reach, and preferred time to send, conduct smart A/B testing, and supercharge your results with the campaign booster feature.
- Send time optimization
- Channel optimization
- Smart A/B testing
- Campaign booster
Campaign optimization
Unlock the full potential of your campaigns using smart features like preferred channel to reach, and preferred time to send, conduct smart A/B testing, and supercharge your results with the campaign booster feature.
- Send time optimization
- Channel optimization
- Smart A/B testing
- Campaign booster
Create beautiful, responsive emails in minutes with our Drag and Drop editor
- NFO launch
- SIP top-up
- Salary day
- Topical communications
- And many more...
Create beautiful, responsive emails in minutes with our Drag and Drop editor
- NFO launch
- SIP top-up
- Salary day
- Topical communications
- And many more...
Your data remains in your control
Trusted by teams worldwide
NVECTA operates without duplicating or storing your data. Instead, we securely read directly from your existing data warehouse—so your data stays safe and untouched.
Seamless integrations. Enterprise ready
Connect your data, systems, and tools through 100+ reliable integrations, built to unify your stack and scale with your business.
FAQ section
NVECTA tracks investor intent, builds segments based on readiness, and runs journeys that guide users from research to SIP with timely, relevant messaging.
Personalization means tailoring messages using investor behavior and preferences like fund category interest, investment goal, or stage in the journey—so communication feels useful and trustworthy.
AI can score leads and create predictive segments based on real behavior, helping your team focus on users who are most likely to start a SIP or invest again.
Yes. NVECTA supports cross-channel engagement so your Mutual Funds messaging stays consistent across email, SMS, push, WhatsApp, and ads.
NVECTA connects journeys to outcomes like SIP starts, onboarding completion, and retention—so you can see what drives results and optimize faster.
NVECTA supports secure, controlled handling of customer data, helping Mutual Funds teams run personalized engagement while maintaining trust and compliance needs.
Ready to transform your workflow?
Ready to unify your customer data and deliver personalized experiences?