Behind every financial transaction there is a great relationship
Unleash the potential by aligning finance plans and customer relationship
Our financial service industry solution help financiers to understand customer needs and analyse data to manage risks and take right decisions
Solution focused segments
Retail Banking CRM - Assets & Liabilities
Insurance & Claims
Corporate Financial Services
Peer to Peer Lending
Micro-Finance & Micro-lending
Investment & Mutual Funds
Credit Union
Non-Banking Financial Facilitators
INDUSTRY LIBRARY --> FINANCIAL SERVICES
Solution Features : Financial Service Vertical
We have designed Financial services solution using Salesforce.com which delivers experiences that drive client loyalty.
Turn financial goals into lifelong Customer relationships
Our solution helps end users to actively collaborate and access all relevant data in one central location so you can spend less time on administrative tasks, and more time focusing on client relationships. We have also designed technology which addresses regulatory compliance with confidence.
Lead Management, Customer Onboarding & Retention:
Prospect profiling along with assessment and qualification framework, need analysis reports coupled with Lead Crystallisation. Intelligence to upsell / cross sell, top-up and other offerings from customer repayment behavior
Credit Checklist and Underwriting Automation
Entire Credit Engine Implementation & Loan Application Processing for financial and credit check automation along with integration with credit information companies like CIBIL, HighMark , Equifax for efficient screening and de-risking
High Risk Indicators & Credit Scoring Model
Auto capture of Risk assessments related to financial compliances set, deviation control along with scoring model for approvals and risk mitigation capture
Performance KPI Framework
Banking KPI and Financial Ratios, Revenue Performance Model with focused offerings. Highlights on non-performing assets, demography performance and risks, influx of customers, cost-benefit analysis along with offering campaign performance
Sanction Automation Process with Decision Matrix and Rejection Module
Straight-through-pass automated sanction based on application performance captured through dynamic decision matrix framework. Deviation pool for Manual intervention and Rejections based on different offering types
Disbursement module with Repayment & Collection Models
Auto capture of disbursements through Core Banking integrations, along with demand list generation. Auto assignments for collection, update of repayment and aggregation of defaulters. Risk indicators on repayments and predictive mitigation highlights within the system
Product Offering Configurations
Liability Product Offerings and Account Management for Savings, Current , Recurring and Fixed Deposits . Core Banking Systems and e-Wallet / Card Integrations through flexible APIs. Offering and Product Configuration with dynamic real-time commercial mapping and market performance
Insurance & Investment Solution Stack
Customer Investment Profiling and Prospect Management for Insurance and Mutual Funds .Claim Management and Incidence Management Modules. CRM modules for Different Insurance Offerings in Health, Life and Vehicles coupled with Mutual Fund provisions and updates
Case Study : Jana Bank