Solution Overview Multi-Product multi-access combination. Multi-Product multi-subscription combination. Extraction of historical data Reports – Access, Usage Challenges / Business Problem Build the product with features like: Client Management Client’s User Management Clients Subscription Management Clients Access Management to Multiple Products Manage 5000+ Institutions Edit Historic Financial Data of hundreds of line items of over..
Ability to do asset liability management on monthlly basis, enhance budgeting, generate forecasts and customize reports. Solution Overview It enables users to import data from their core systems. It enables users to manage multiple users and branches on a single system. It enables users to manage multiple banks and branches data in a single system…
LMS is used by the LOAN CONSULTANTS to Track the Enquiries, Loan Applications, Loan Sanctions, Loan Disbursements. Automated status emails to the customers. Multi-Branches / Multi-user access rights based application. Solution Overview LMS is used by the Loan Consultants. Track the Enquiries, Applications, Sanctions & Disbursements Track day-to-day loan application status Track Masters – Loan..
Solution Overview To be able to perform the lottery draw for over 5,00,000 eligible sales personals on a monthly basis. Challenges / Business Problem Build product with features like: Facility to create Draw Categories, sub-categories Facility to perform the draw every month. Facility to upload the eligible lottery participants (Approx. 5,00,000 names) Facility to have..
Solution Overview To be able to track the performance of 1000+ Leaders as per their Monthly/Annual Sales Target and Actual Sales. To get the Monthly Target vs Monthly Actual report To get the YTD Target vs YTD Actual report To get the Target Achieved vs Required Challenges / Business Problem Build product with features like:..
Solution Overview Manage Distributors View Distributors Prospects / Customers View Distributors Sales Transactions View Distributors Performance Analysis View Distributors Planned vs Actual Activities Dashboard Reports Challenges / Business Problem Build product with features like: Don’t know who is doing what? Don’t know who is good/bad performer. Don’t know whose efforts are more/less No control over..
Solution Overview 4000+ Bankers Data is required to be updated for 500+ line items at a frequency of Quarterly, Daily, On Demand basis. The application is required to re-update the data that is updated at the source on a daily basis. Methodology Download the Data. Validate the Files. Read the Raw Data. Convert the data..
LeadVictor is used for Lead Mgmt, Contact Mgmt, Task Mgmt, Automation of communication and standardization of the tasks. And has the features of a CRM. Solution Overview Used across the sectors. Used across the globe Manage Contacts / Leads / Tasks Automated & Manual Communication Email / SMS / WhatsApp Dashboard Multi-user access rights based..
Aligning the daily activities to the budget and monitoring using numbers and graphics – playbook to reach the goal. Solution Overview It enables users to create plans on a short term and rotating basis. It enables users to freeze and store old plans for reference. It enables users to create/maintain users and teams who are..
Solution Overview The solution is SAAS (Solution as a service) based. It enable users to manage personal details, family details, assets, liabilities, discharge of the loans and bequeath of the assets and will generation in a desired format/templates. It is operated by intermediate users as financial planner/advisors with additional access of ability to view/edit the..