Strategi Moduit Genjot Nasabah Prioritas

 Jakarta - PT Moduit Digital Indonesia sebagai pemberi servis privat wealth manajemen ke nasabah High Net-Worth Individuals (HNWI), menarget nasabah fokus dapat capai 5 % dari keseluruhan sasaran 60 % tambahan HNWI atau sekitaran 250.000 orang.  Slot Online Terpercaya



Chief Business Officer Moduit Digital Indonesia, Stefanus Adi Utomo menjelaskan, tambahan nasabah fokus itu disertai dengan beberapa taktik diantaranya keluarkan produk saham, Surat Bernilai Negara (SBN) dan robo advisor.

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"Tahun akhir ini kita merencanakan akan mengeluarkan produk baru yakni saham dan kita ingin tingkatkan robo advisor kita . Maka robo advisor kita telah ada tetapi karena kita relatif baru, dan robo advisor ini dapat ketahui behaviornya client . Maka makin lama mereka jadi nasabah kita sehingga kita makin tahu behaviornya mereka selainnya risk profil, arah investasinya. sehingga kita dapat kasih referensi yang lebih baik. Ini yang sedang kita bangun robo advisor kita,"kata Stefanus ke mass media, Rabu (3/8/2022).


Tidak itu saja, Moduit Digital Indonesia menarget untuk lengkapi modul atau produk, bahkan juga ingin penuhi semua instrument produk investasi.


"Dari 130 advisor dapat bertambah jumlah client jadi 20-25 nasabah lalu rerata peletakan nasabah bertambah sehingga kita saranai beberapa produk. Kita menyaksikan bulan ini akan dirilis SBN017 dan kita menyaksikan ini telah dapat diperoleh nasabah yang tanpa advisor. sasaran kita tahun ini lengkapi modul atau produk, di mana telah ada reksa dana, obligasi, dan kita ingin semua produk berada di kita," tutur ia.


Peningkatan Moduit Beyond dilatari oleh profile nasabah Moduit yang umumnya sudah memiliki pengalaman melakukan investasi dan ingin lebih serius untuk melakukan investasi. Ini berdasar rerata jumlah dana yang diinvestasikan lewat program Moduit yakni Rp 1,2 miliar untuk nasabah-nasabah yang ditolong oleh Advisor dan Rp 50 juta untuk nasabah yang melakukan investasi secara berdikari.


Stefanus sampaikan, dengan menyimak bukti itu, nasabah yang ingin nikmati service Moduit Beyond cuma menyaratkan saldo minimum investasi Rp 1 miliar.

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