AM
KYC pendingArjun Mehta
Google Ads · Equity + F&O
For stock brokerage sales & acquisition teams
Track every brokerage lead from inquiry to KYC, account opening, and first trade.
The Cogover platform manages lead capture, RM follow-ups, WhatsApp reminders, KYC and document status, account opening, funding, first-trade activation, and manager visibility on one connected operating layer.
Ads · referrals · branches · partners · one acquisition view
Bank proof missing
5 of 6 documents in
Drop-off risk → RM follow-up
Call before 16:00
Where it runsDemat / trading accountsKYC follow-upRM acquisitionActivationBranch & digital
Follow one investor lead
A lead wants to open an account. What happens next?
From inquiry to KYC, documents, account opening, funding, and first trade, every step stays connected so the lead doesn't fall through the cracks. Tap through the six steps and watch the screen change.
Investor lead timeline
Investor lead timelineDrop-off risk high
AM
Arjun Mehta
Google Ads · Options Trading
InterestEquity + F&O
StageKYC pending
MissingBank proof
Last contactWhatsApp yesterday
OwnerRM Neha Sharma
Where brokerage sales leaks
The leak is not only lead-gen. It's follow-up, KYC, and activation.
Lead context is scattered
Ads, referrals, branches, and partners feed leads, but history lives across sheets, CRM, and WhatsApp.
KYC follow-up is manual
One missing document or a delayed eSign quietly stops account opening.
Opened isn't the finish line
Many accounts open but never fund, log in, or place a first trade.
Leakage shows too late
Leaders see the opening number, not the stage where leads drop.
For your team
What each role actually sees
Follow-up queue
To call today14
KYC pending9
NextCall Arjun M.
Knows which leads need action today and the next step for each.
RM & pipeline
Overdue12
High-value7
Workload84%
Reassigns leads before they go cold and escalates hot prospects.
Funnel & leakage
KYC drop-off38%
Opened14
Funded9
Tracks campaign-to-account-opening leakage by source and stage.
Acquisition quality
Funded9
First trade6
RM productivity↑ 17%
Tracks funded and active accounts, not only accounts opened.
Before & after
From chasing leads to controlled acquisition
Manual chasing
Leads scattered across ads, sheets, CRM, WhatsApp, and branches
KYC and document follow-up tracked by hand
Managers see opened numbers, not where leads dropped
Opened accounts don't always fund or activate
Controlled acquisition
One timeline per investor lead
Every follow-up has an owner, due date, and next action
KYC and document status are visible
Opened, funded, and first-trade tracked in one flow
One platform
The parts that run the acquisition
One view per lead
Source, interest, interactions, KYC status, and the next action.
See where it's stuck
Received, pending, or rejected, with a follow-up for each document.
Clear, owned stages
Captured, contacted, KYC, eSign, opened, with owner and due date.
Past account-opened
Funding, first login, segment activation, and first trade.
Leakage by stage
Source conversion, KYC pending, funded, and drop-off by stage.
Trust, on the record
Consent, communication log, KYC status, and escalation history.
Start small
Start with one workflow, then scale across sources
You don't need to change the whole sales operation on day one. Begin with campaign lead follow-up or KYC-pending follow-up, and grow from there.
01
Map the workflow
Pick one process: campaign lead follow-up or KYC-pending chase.
02
Configure records
Set up leads, stages, KYC docs, tasks, owners, and rules.
03
Launch one team
Run one pilot. Measure contacted rate, KYC, funded, and first trade.
04
Scale the blueprint
Reuse it across sources, branches, RMs, products, and regions.
FAQ
Questions teams ask
Book a workflow demo
See your onboarding process running in Cogover.
Bring one real workflow: a campaign lead, a KYC pending case, or first trade activation. We'll configure it and run it live.
- Captures the interaction and updates the timeline
- Applies context, then triggers the right workflow
- Assigns ownership and tracks SLA automatically
- Gives managers live visibility of the outcome
Request your tailored demo
A solutions expert will configure the system around one of your real processes.
