Pakistan Stock Exchange Ltd · PSX:PSX
Pakistan Stock Exchange — Investor Presentation (June 2020)
14 slides from Pakistan Stock Exchange's investor presentation, June 2020
Slide 1: Pakistan Stock Exchange: Increasing customers & business
Pakistan Stock Exchange Increasing customers & business 1
Slide 2: Introduction
_9 Introduction
Slide 3: Strategic priorities
Strategic priorities Increase retail investors customer base • Local investors 01 • Foreign investors • Non-resident Pakistani investors Increase corporate business 02 • Employee contributory/provident funds • Corporate funds 3
Slide 4: Increasing investor base & business – roadmap
Increasing investor base & business – roadmap
Slide 5: Existing database: activate inactive UINs
Existing database Activate inactive UINs Active Your Text Here UINs Inactive UINs • Upsell / Increase share • Portfolio building approach • Diversify the portfolio • Dividend yielding stocks • Increase investment size • Capital gains - highlight • Direct Sales • Equity based mutual funds • Pure stoc
Slide 6: Referrals
Referrals Build relationship with corporate clients • Request CFO to Reach existing introduce to other clients to refer new colleagues potential • Request parent company customers for auto referrals in subsidiaries. Share researches & portfolio analysis for value addition
Slide 7: Corporate Clients
Corporate Clients Circulation of emails like “Corporate clients are easier to Research and market maintain, with high fees earning” commentary, how to invest, high dividend yield in own & subsidiary companies to Contact point – CTA create awareness Mention point of contact Email marketing in every c
Slide 8: Events participation
Events participation Joint events with PSX & CDC Associations Brokerage houses joint events with Highlight importance of investment PSX or CDC can conduct informatory to prospective clients, arrange trade sessions to educate their retail shows & networking events to investor base increase customer b
Slide 9: Database marketing
Database marketing Database Brokerage External database database Email SMS Marketing marketing marketing companies Dividend Facts & How to Market Historic SMS Email announcem figures invest insights returns marketing marketing ents Market & Average Contact Portfolio economic returns information buil
Slide 10: Cross sell
Cross sell The groups who have Banks & AMCs under them, can cross sell or do cross platform marketing. Cross sell to clients Asset Introduce Banks Management Distribution Clubs Companies Model • Credit card statements • Monthly FMR & MF statements of • Mutual fund distributors • Branded flyers inser
Slide 11: Digital marketing
Digital marketing 1) Informative website • Brokerage houses should have well developed websites with strong content to educate potential investors. • Availability of research studies & analytical tools on website 2) Search Engine Optimization • Add relevant phrases • Organic reach through search 3)
Slide 12: Digital marketing ideas
Digital marketing ideas Boost social media post 1) It is very important to boost right social media post to right audience & educate them 2) With little marketing budget, brokerages can bring new customer onboard Highlight success/sponsor stories 1) Share interviews / stories of successful individua
Slide 13: Grow Corporate Business
Grow Corporate Business Analyze internal databases to assess individual 01 corporate activity and reconnect with all dormant accounts Collect necessary feedback from said corporates and engage with PSX to rectify all concerns 02 Engage with existing corporates for employee 03 education and awareness
Slide 14: Thank you
Thank you
Pakistan Stock Exchange — Investor Presentation (June 2020) on 6ix