Advisory-driven nudges and engagement
Everyone gets personalised advice with the right nudges
With Actions, your team turns every advisory event into a live campaign, sent in real time to the clients it suits, on the channels you already run.
The impact of nudging every client in their own language
Only 5% of investors prefer English for investment content. A top-10 broker used Actions to nudge the rest in the language on their profile.
95%
of investors don’t prefer English
SEBI, Investor Survey 2025
Messages are billed, and most go to clients they aren’t relevant to
At Meta’s list rate, a delivered WhatsApp marketing message costs ₹0.86, so a broadcast to the whole base pays for every client who ignores it.
71%
of WhatsApp users get unsolicited financial-services messages daily
LocalCircles, survey on unsolicited WhatsApp messages, 4 February 2026
Set up an Action once, and it fires live on every recommendation that qualifies
Each Action hooks onto one event, such as a recommendation created in Solo, Tradebox, Investbox or any research module, and fires on real-time price tracking.
150ms
typical time from advisory event to nudges
100+
client attributes for Dynamic Segments
Conditions
AND and OR rules on any field, such as exchange is NSE and market is commodity
Cohort
A marketing tech segment ID, Dynamic Segments, Matchbook or an uploaded list
Channels
Your marketing tech, or native WhatsApp, Telegram, social media and a push SDK
Template
Type {{ for system or custom variables, in templates that work on every channel
Noise controls
Pause, snooze, delay and cooling periods, by channel and by Action
Client data stays on your cloud. Only the message leaves
Segments are computed where your data lives, encrypted by default, with security and trust built for the DPDP Act.
221days
until most DPDP duties apply, on 14 May 2027
Trace every order back to the recommendation behind it
Each advisory event shows the Actions it fired, when they fired and the orders that followed, and every message is logged live in Audit Trail.
Engage clients beyond advisory with Commentary and Matchbook
Commentary designs campaigns personalised with live market and client data, and Matchbook finds the right audience for each one.
Describe the audience in plain words, and an agent writes the filter
One of Yobee’s AI agents for digital teams turns “clients who bought bank stocks this month” into a segment rule your team can check and edit.
Send more personal messages for a smaller bill
Fewer messages go out as engagement rises, because every nudge reaches only the clients a recommendation is relevant to.
70%
lower marketing cost when nudges go only to the clients they suit
Save cost
Fewer messages, each one to a client it suits, for a lower WhatsApp and SMS bill
Boost revenue
New clients guided from their first nudge to their first trade
Drive engagement
Nudges on the stocks each client holds, in their own language