Capital Markets
The technology wave has also encompassed the Mutual Funds Industry. Companies in this sector need to offer online services to their clients to manage their portfolios, subscribe, redeem and switch from one fund to the other. They also need business analytics to observe and share the performance of funds with their clients. Technology has become an integral part of their operations and is essential for their sustenance in the competitive market today.
Capital Market Services
Having worked with Asset Management and Wealth Management Companies for over two decades, we have capabilities to provide customized services for your business:
Enterprise-wide business risk assessment dashboard for key risk metrics. Captures risks across business functions, geographies, channels, and time-periods.
Maintains brokerage records and assists in generating quarterly brokerage plans while reconciling them with actual payments.
Portal that acts as a virtual branch. Offers a hassle-free investment experience to investors with easy, instant access to their portfolio.
Interactive dashboards covering different KPI’s used by the Mutual Funds industry. Provides accurate MIS on daily / monthly / quarterly / yearly basis across channels / geographies / products.
Enables verification of customer signatures on any service request form with the signature given on the physical application form. Features include online & offline cropping, signature upload etc.
New look website with web 2.0 features like chat, forums, blogs etc. Platform to cross sell/ up sell, compare products vis-à-vis benchmarks and de-centralized publishing using Content Management System
Ability to check electronically with KRAs such as NSDL, CDSL, CAMS and Karvy for KYC compliance.
Replicate the daily transaction database consisting of financial and non-financial transactions such as fresh purchases, switches, redemptions, change of address, change of bank mandates etc.
Online portal to capture and report on daily and planned activities of the sales force.
Helps provide authentication using OTP or digital certificates. Improve security of online transactions using an additional layer of security.
Support for all platform components such as operating systems, databases and middleware required by applications, flexible engagement models ranging from 24x7 onsite / offsite support to on-call, visit based support.
Creation of DR instances of applications consisting of environment creation, application deployment, first time data replication (back-up and restore)
Consulting engagement around devising a back-up strategy, monitoring on-going back-ups to verify alignment with the planned strategy.
