The financial services industry has witnessed a sea change from the conventional brick-and-mortar set up, to having multiple business channels including ATMs, call centers, smartphones and PDAs, and portals. Exponential growth of the Internet and increased customer expectations have made it critical for banks to provide more than just the basic information online. Banks portals are now a means of offering value-added services to existing customers while acquiring and maintaining new relationships. Coforge’ deep domain knowledge helps clients in building an effective portal that not only meets productivity demands, but can also amplify the organization’s range of accessible customers.
Setting the Pace with Virtual Banking
The widespread adoption of digital banking by the informed and connected customer means that customer engagement must go beyond the traditional mode of phone and personal interaction. With Coforge' Advisor Portal Solutions, organizations can work in collaboration with other employees and respond faster to customer requirements. Our best-in-class portal development and implementation solutions for global clients deliver critical tangible benefits:
- Deep domain expertise
- Software engineering
- Solution design excellence
- Proven capabilities of industry leading products
- Addressing of unique and challenging compliance needs of global organizations
Our Solution
Coforge’ integrated portal services—Advisor Portal Solution—is based on the fundamentals of providing a personalized user environment, enhancing customer satisfaction and retention through self-service, increasing sales, ensuring access to real-time data, and reducing time-to-market for new financial products. We are able to help clients achieve this through:
- Best-in-class advisor portal design
- Development and implementation for financial institutions
- Domain consultants offering personalized applications
- Accessing, sharing and aggregating, and managing data through a single portal platform
- Accessing, sharing and aggregating, and managing data through a single portal platform
- Facilitating 'standardization' of data across borders
- Optimizing cost of information lifecycle management
Getting it Right
The key features of the solution include:
- Interface with third-party transaction, content management systems, and news feed providers for:
- Capturing order details
- Connecting with third-party compliance engines for KYC and AML capability
- Interface with external CRM systems for client servicing
- Interface with external CRM systems for client servicing
- In-built forum capability and news feeds from various providers
- Financial calculators and fund analysis for:
- Getting research capabilities
- Selecting appropriate fund based on the risk profile of customers
- Computing returns of end customer portfolio
- Comparing portfolio performance
- Risk profiling
- Portfolio management capability of generating customized reports
- Tracking commissions from various sources
- Sending mass short messages to clients
- Customized widgets
Delivering More Value to Financial Firms
- ETL features for effective data management
- Web services integration with third-party financial institutions
- Robust presentation with charts, graphs, user controls, themes, and CSS Business features comprising
- Business features comprising authentication, authorization, validation, messaging, alerts, content management, document management, search, archival, forms pre-filing and document generation
- Secured and SSO-enabled
- Customized logging and tracking
- Mobile-enabled
