Sharpsell for Mutual Funds

Win distribution mindshare. Drive investor conversion.

Sharpsell helps AMCs identify the right distribution opportunities, prepare RMs for stronger conversations, personalise distributor engagement and improve investor follow-through.

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Sharpsell

Recommended opportunity

Rakesh Investments

IFA, Pune

Why this relationship matters

●Strong equity potential

●No recent business from the relationship

●Previously showed interest in quality-oriented funds

Discuss the current equity opportunity

Prepare for meeting View story

Distributor prep brief, Rakesh Investments

Conversation story

Open with the current equity opportunity. Connect it to his investors’ interest in quality-oriented funds.

Likely objection

“My investors already hold a similar fund.”

Approved response ready

Practise this conversation3 min

Personalised investor communication

Shared by

Rakesh Investments

Approved content, personalised for this IFA

Shared on WhatsAppSent

Follow upIn two days

Distributor responseRecord

Up next today

Sharma WealthMeeting 2 PM

Joshi AdvisorsFollow-up due

Desai InvestmentsDormant 45 days

Kapoor CapitalPitch shared

Nair & CoMeeting 5 PM

Gupta FinservNFO interest

Home

Leads

Capture

Pitch

Learn

Proven impact on distribution activation and investor conversion

RMs using Sharpsell compared with those who did not

50%

higher applications per IFA

when RMs engaged the IFA through Sharpsell

18% vs 5%

IFA activation

18% for Sharpsell users, 5% for non-users

17%

higher investment value

for Sharpsell users

98%

weekly usage

across 400+ Axis Mutual Fund salespeople

Trusted across BFSI, auto, consumer goods, building materials and 7 other industries

2.2M+ sellers across India’s largest sales teams.

The execution problem

Leadership sets the strategy. What gets executed on the frontline is far less predictable.

The current stack

The information exists. The execution context does not.

The distributor opportunity Every system holds a piece. None brings them together.

No existing system answers the complete execution question: Who should the RM engage, what should they discuss, why is it relevant now, what should they share and what should happen next?

How Sharpsell works

Bring the complete context together. Turn it into frontline action.

Sharpsell combines the AMC’s sales agenda, distributor potential, relationship history, RM activity, product knowledge, content and conversation signals.

AMC sales agenda

Distributor profile and business

RM activity and relationships

Product knowledge and content

Conversations and engagement

Sharpsell execution intelligence

Governance, security, compliance and guardrails on every action

Frontline actionUpdated now

Meet Rakesh Investments

Why this relationship matters

Strong equity potentialNo recent business from the relationshipPreviously showed interest in quality-oriented funds

Recommended action

Discuss the current equity opportunityUse this conversation storyShare personalised investor communicationFollow up in two days

Prepare for meeting View conversation story Share personalised content Record distributor response

Agents doing the work

Distributor Prep Brief

Pitch Assembly

Activity Cadence

AI agents

Give every mutual fund frontline an AI team that drives execution.

Every agent works from the same distributor, product, RM and conversation context. Deploy Sharpsell’s ready agents or build new agents around your AMC’s products, rules and distribution model.

20+ agents live

Build your own agents

Create AMC-specific agents from the same context and business rules, with the same governance, security and audit trail.

NFO activation Distributor segmentation SIP conversion Scheme migration Distributor feedback

Execution models

Built for every mutual fund execution model.

Each channel has different sellers, relationships and execution challenges. Sharpsell configures the context, workflows, content and agents around how each channel operates.

Relevant agents

Live view

Sharpsell One

Fast to go live. Faster to change.

AMCs continuously launch NFOs, change campaign focus, introduce new product narratives and respond to market conditions. With Sharpsell One, one team owns the implementation and the outcomes, from requirement to adoption.

A business change today

A small change becomes a technology project.

Week

Hand-offs so far of 7

Seven hand-offs before the field sees the change. Every team owns a part of it, nobody owns the outcome.

Illustrative timeline

With Sharpsell One

New NFO: Quality Fund

90%

configured from admin

No IT queue No system integrator No release cycle

Business changes without a release

New funds, NFOs, campaigns, distributor cohorts and rules do not wait in an IT queue.

Product and engineering work from inside your business

Our teams work with your sales, distribution, marketing and technology teams, across RMs, IFAs, branches and partner channels.

Integrate faster. Change without rebuilding.

Convergence absorbs mappings, transformations and policies between your systems and Sharpsell.

What breaks in the field gets fixed in the product

We observe real usage after go-live, find what gets in the way of RM and distributor adoption, and keep solving until it works in practice.

Weeks to production, even at enterprise scale

Less than 1 week

Deployed and went live for SBI Mutual Fund’s Quality Fund NFO campaign.

5 weeks

Launched 17 products to 5 lakh users in multiple languages at LIC.

6 weeks

Migrated 30,000 users and 60 lakh leads from a legacy system at a large financial-services company.

Enterprise ready

Deploy on your existing stack or replace the frontline system.

Run Sharpsell on top of your existing CRM and transaction systems, or make it the frontline CRM for RMs and managers. Deploy on a dedicated single tenant hosted in India, or within your own cloud environment, subject to your architecture, security and integration requirements.

Agent governance

Agents inherit role permissions. Control what each agent can read, which tools it can use, which fields it can change, which validations must pass and when a person must approve the action.

Security and compliance →

Integrates with

CRMTransaction systemsDistributor platformsProduct and performance dataInvestor-servicing systems

Enterprise-grade by default

MeitY empanelledSAML 2.0 and OAuth 2.0Role-based accessEncryption in transit and at restTenant segregationIndia hosting (AWS Mumbai, Hyderabad DR)Audit and observability

Frequently asked questions

Does Sharpsell replace our CRM?

Sharpsell can run on top of your existing CRM or replace the frontline system used by RMs and managers, depending on what you need.

Can Sharpsell run in the AMC’s cloud?

Yes. Sharpsell can be deployed within the AMC’s cloud environment, subject to the organisation’s architecture, security and integration requirements.

Can Sharpsell use our distributor and transaction data?

Yes. Sharpsell can integrate distributor profiles, transaction history, holdings, activity and other relevant business data.

Can different channels have different workflows?

Yes. Sharpsell can configure the context, workflows, content and agents around each distribution model.

Can we control which products and content are recommended?

Yes. Recommendations follow AMC-defined product rules, compliance requirements and approved content.

Can we create agents for our own business processes?

Yes. AMCs can build agents using their products, data, workflows and business rules.

Can managers understand what is happening in distributor conversations?

Yes. Sharpsell captures conversation signals, distributor feedback, objections, follow-ups and areas requiring manager intervention.

Can Sharpsell support new NFOs and changing campaigns?

Yes. New content, guidance, agents and workflows can be configured as the business changes.