Industry Solutions for Financial Services

A forward-thinking approach in putting our customers’ needs first to drive revenue opportunities.

Mobile Trading

A mobile trading platform should provide more than the ability to trade, with added features like built-in charting tools, news feeds, conditional alerts and other tools that assist traders in making well informed trading plans, and giving them the ability to execute them.

Portfolio Management

  • Account Summary
  • Fund Transfer
  • Access Transaction & Payment History
  • Modify Preferences

Trading

  • Multiple Trade Options
  • View, Edit and Submit
  • Multi-Currency Support
  • Automated Re-ordering
  • Payments

Research & Advisory

  • View Key Performance Indicators
  • CRM Connect
  • Alerts and Watch lists
  • Analyst & Investment Reports

Enhanced Features

  • Real time traders connect
  • One-touch ordering
  • Social Media Connect
  • Loyalty Manager
  • Dashboards

Mobile Banking

A large number of financial services and technology firms have set their sights on integrating mobile devices into the broader, multi-trillion-dollar retail economy. As a result, the infrastructure and tools for safe, reliable mobile purchasing has been advancing rapidly in recent years setting the need for mCommerce along with mBanking.

Account Management

  • Access Accounts
  • Make Transfers
  • Make Deposits
  • Make Payments
  • Investments
  • Mutual Funds
  • Demat

Service Requests

  • Cheque book request
  • Statement request
  • PIN requests
  • Stop payment requests
  • Hotlist Debit/Credit Cards
  • Request for Card / Loan

Security & Alerts

  • Multiple Layers of Security
  • Data not stored on Device
  • One time Passwords
  • Transaction Alerts
  • Beneficiary Addition Alerts
  • Payments & Transfers Calendar

Value Added Services

  • ZDeals with Purchase using Bank Accounts
  • Cash Back & Discount offers
  • Near Me – Geo Tagged
  • Understand Me – Customer Tagged

Mobile Wealth

Wealth managers are fairly heterogeneous, with different business models, target groups, product suites, and service capabilities to offer; as a result their use of the mobile channel will also be varied and diverse. However, regardless of the type of wealth manager, the mobile app or site must fulfill a need.

Portfolio

  • Account Summary
  • Investment Options
  • Access Transaction & Payment History
  • Modify Preferences

CRM

  • Access Client Information
  • Meeting Scheduler
  • Update To-Do Lists
  • Account Activity, Portfolio Changes/li>

Research & Advisory

  • View Key Performance Indicators
  • CRM Connect
  • Alerts and Watch lists
  • Analyst & Investment Reports

Enhanced Features

  • Real time traders connect
  • One-touch ordering
  • Social Media Connect
  • Loyalty Manager
  • Dashboards

Mobile Insurance

Customer experience is a holistic gauge of how customers feel about the entirety of their insurer relationships across touch-points depending on their personal needs. CRM initiatives help drive the top line and self-service options to feed the bottom line. Nevertheless, the approach to mobile is most likely to be a phased one, rather than a ‘Big Bang’ overnight transformation, so insurers will need to prioritize their initiatives by weighing both the cost of development and the business value/return on investment.

Agent

  • Access to Product Information & Training Videos
  • Lead & Account Management
  • Real time Quotes
  • Meeting Scheduler
  • Relevant Customer Outlook

Customer

  • Buy/Renew Policies
  • Consolidated view of all policies
  • Claim filing & tracking
  • Capture & Share incidents real time

Employee

  • Business Visibility – Dashboards
  • Agent Performance Overview
  • Service Request Fulfillment
  • Alerts

Enhanced Features

  • Earn & Redeem Loyalty Points
  • Ranking with Peers
  • Social Media Connect
  • Near Me Features
  • Geo Enabled Features
  • Telematics

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