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Financial Advisory Firms Create New Trend with ZipDial to Generate More Business

Wednesday June 08, 2011 , 3 min Read

Funds India, Go4Advisory, MoneyPlus and RangDe leverage ZipDial for innovative approaches to lead generation and customer service

ZipDial, a leading mobile engagement platform provider, today announced that its innovative call to action platform is being used by financial advisory firms from all over India, to engage with their customers. Funds India, Go4Advisor, MoneyPlus Financials and Rang De are all utilizing the ZipDial platform to capture more leads and deliver on-demand portfolio updates through the ZipDial service.

ZipDial’s system is very simple to use and is toll-free for consumers from all over India. Institutions subscribe to ZipDial services and get a dedicated ZipDial number that they promote in all their marketing communications. Users have to only ZipDial, or missed call, that number to request for the promoted service.

Zipdial has been very useful in initiating the mobile strategy of our platform.  Our customers can get instant access to their portfolios in their mobile.  Lots of kudos to the team that made such a simple concept work exceptionally well.” said Mr. Chandrashekar, CEO of Funds India, who is one the earliest clients of ZipDial.

The ZipDial platform is being used for lead generation by other firms – notably:

  • GO4 Advisory, an Ahmedabad-based firm is publishing their ZipDial number in all marketing communications to capture leads.
  • MoneyPlus Financials, another financial advisory firm is promoting their ZipDial number in print and online ads.
  • Dalal Street Investment Journal is using ZipDial services to grow their already huge subscriber base by publishing a Zipdial number in print advertisements.

“We are based in Gujarat, a state where customers think twice even before investing in a phone call. Unlike other upcoming technologies ZipDial does not need any user education. It’s a perfect solution for us.” said another customer who has started using ZipDial recently and is already seen 80% jump in their conversion rate from advertising.

Rang De, a micro-credit institution has started using ZipDial to manage traffic at call centres as it reduces load by answering basic queries with an SMS and also allows you to distribute load to non-peak hours.

ZipDial’s CEO, Valerie Rozycki said, “Mass adoption of critical services has been at the core of ZipDial’s vision – and we are delighted to work with these innovators to add financial services on our platform. Over the next few months, we will be expanding the use of ZipDial with other clients and use cases in banking and financial services sector”.

About ZipDial:

The company was established out of Bangalore in early 2010 and now has a growing team of 14.  ZipDial’s technology is patent pending and was built in-house by the team.

The ZipDial platform is 100% accessible to the mass market.  The experience is a simple as dialing numbers – or missed calls.  To understand the ZipDial experience, try ZipDial Cricket to stay tuned to the current IPL even on the go. Simply dial (toll-free missed call) 080 300 500 55.

ZipDial has been tested and proven through past campaigns with large customers such as Proctor & Gamble, KFC with Pepsi, Sanofi-Aventis and Videocon.  Services are also live with happy small and medium business customers, including ecommerce businesses, law firms, individual celebrities, NGOs and live event managers. With successful customer campaigns in India and the Caribbean, ZipDial is ready to further expand globally.

For more on ZipDial, visit or email [email protected]