Use Case 2
About the Company
One of leading Financial Training Experts in India. Created 300+ independent financial advisors
through the DAP/ExpertMFD platform.
Problem Statement
The Mutual Fund Investor base is growing in India. However, there are not as many Mutual Fund
Advisors who can capture the growing investors. There is a need to generate more and more
licensed Mutual Fund Distributors to support the growing investor base.
Multiple courses and levels in learning path, configurable learning path with optional,
mandatory levels, cost/no cost for some products. Custom workflows and journey.
Solution Implementation
Web Application: Distributor / Ops / AMC / Super Admin | Hosting on
AWS | Micro services | CICD Implementation
- Enrollment and registration of potential distributors.
- Capturing registered users’ profile.
- Learning Path configuration based on chosen journey – ARN/EUIN/CPE.
- Built-in Pre-Assessment engine to gauge the potential distributors factual and behavioral
attributes, scoring mechanism.
- Integration with third party LMS for preparatory training for NISM Certification.
- Payment gateway integration.
- Workflow orchestration for multiple processes.
Built-in features to cater operational requirements for assisting the potential
distributors in
scheduling the NISM Certification, KYD process, applying for ARN, EUIN, Dashboards, Reports,
Learning progress review, Distributor Journey Views, Audit Trail, Product configuration,
Assessment engine configuration, user management.