CRM

It contains features of Client Details, CIF Interface, Know Your Customer (KYC), Call Center Integration, Investment Profile and Strategy Definition, Campaign, Pipeline, Lead and Visitation Management, Call Report, etc.

Client Portfolio View

It contains features of client holding enquiry, transaction enquiry, asset allocation overview by asset class, by asset currency, or by region, and portfolio details, etc.

Call Log Management

It contains features of Centralized Log Repository, Access Entitlement, Indexing by Branch, Workstation and User, Recording Alert Signal, Recording Health Check, Recording Audit Trail, Log Retrieval Tool, etc.

Card Application

It contains features of Distributed Scanning, Centralized and Collaborative Indexing, Document Tracking, External Scoring System Integration, Underwriting Workflow, Organisation Chart, Exception Handling, CIF Integration etc.

Client On-Boarding

It contains features of dynamic workflow for client on-boarding process management and tracking, document management system integration, Know Your Client (KYC), embedded due diligence such as PEP check and terrorist list check for anti-money laundering, etc.

Loans Application

It contains features of Application Scanning, Eyeball Indexing, Document Tracking, Underwriting Workflow, Organisation Chart, Exception Handling, Collateral Management, Acknowledge, CIF Integration, Credit Rating Integration, Letter Generation, etc.

Client Document Management

It contains features of Document Encryption, Access Entitlement, Access Log, OCR, Full Text Search, Intelligence Search, Circulation and Workflow, Scanning, Indexing, Check-In, Check-Out, Versioning, Replication, etc.