Increased market share by better servicing of private banking customers through both efficient processing of their transactions, as well as correct reporting of their portfolio with the bank.

Cross- sell and up-sell made possible through complete reporting of customers’ investment portfolios.

Strategic decision making facilitated by MIS reporting of key performance indicators of the bank at desired frequencies to top management. These include:

Assessment of advisors made possible through the capture and display of a concise view of activities of individual advisors such as reviews conducted, calls made and meetings held. The built-in Risk Profiler Questionnaire and Financial Planner ensure that all advisor recommendations are consistent with the vision of the financial institution.

Consolidated customer reports generated that provide a complete picture of the customer’s holding and tracks his portfolio with regard to latest marked to market valuation, returns and its comparison with benchmarks, capital gain/loss and more.

Better time management by allowing daily schedules to be entered. The advisor is alerted when an event becomes due, as soon as he logs in to the application.

Improved service levels through alerts in case of any significant change in the customer’s portfolio, any significant increase or decrease in the price of any instrument the customer might be holding, any deviation from the model asset allocation as prescribed by the bank and even reminders of other events such as birthdays and anniversaries.

Customers/prospects are profiled by financial, psycho-graphic and demographic attributes that is stored in corporate memory. This data is easily passed on to new advisors.

Investors are profiled using risk questionnaire, financial goal assessment, cash flow projections and generation of Investor Policy Statement.

Customers are analyzed on various parameters and a ‘What If’ analysis is carried out, providing recommendations based on this information.