| Banking |
SEEinfobiz Pvt. Ltd. provides front-end channel access and back-end technologies to keep pace with the dynamic financial services industry. SEEinfobiz helps financial institutions, become more competitive by providing the most secure, efficient, reliable, and flexible means of conducting business electronically.
CLICK... Power and Speed Statements Banking statements Retail & Corporate High quality customer communication is a priority in the financial services industry. Accuracy cannot be compromised when dealing with customer assets, especially in an industry as regulated as banking. Your most important assets are your customers, and their most valued information is processed into monthly customer statements. Your customers depend on their statements for a number of reasons, from balancing checking accounts to calculating interest income. SEEinfobiz's CLICK - Power and Speed Statements provides your institution the ability to both create and customize statements in a variety of paper or electronic media formats, and delivers them via the medium that is most convenient for your valued customers. CLICK - Power and Speed Statements is a software solution that allows your institution to schedule Daily / Weekly / Monthly statements. CLICK also allows you to import text, graphics, and images into the form-defined statement designer, and create custom marketing messages at the individual account level, significantly improving your institution’s cross-sell ratio. CLICK - Power and Speed Statements' advanced statement design capabilities will enhance your institution’s professional image with customizable statements. CLICK provides unlimited possibilities for statement design and layout. Cross-sell new products and services with announcements or messages placed anywhere on the statement. CLICK allows you to manage which customers receive offers in statements, tailoring the message to the customer profile. This approach yields a 10% to 20% response from customers, since the offers are more likely to address specific needs. The CLICK statement design capability allows you to customize statements with logos, boxes, shading, colors, custom fonts, and bar codes. CLICK’s unique capabilities make it easy to create, change, or modify statements "on the fly". After the design and production print process is completed the statement cycle information is saved into the CLICK's application server for viewing, analyzing & for reprint availability. Your bank’s daily / weekly / monthly statements can be formatted and delivered in a variety of media formats such as DHTML, HTML, PDF, PS, PCL, E-Mail, Fax, Excel, Word, XML, etc. The CLICK Delivery Platform gives your institution the flexibility to deliver customized statements to your customers when they want them, and formatted and delivered via the media that is most convenient.
The key features of CLICK - power and speed statements include –
CLICK is an integral part of the corporate web site . It has the ability to adapt to the corporate look and feel of any part of the customer’s website, making it impossible for the user to distinguish the ESP (Electronic Statement Presentment) elements from other areas of the website. Furthermore, Statements are displayed in Dynamic Hypertext Mark-up Language (DHTML), and consequently have the best possible resolution and clarity.
Many customers have adopted a standard security product for the maintenance and update of user permissions and profiles. LDAP is a popular example here. CLICK can integrate seamlessly with the existing security standard and avoid having to duplicate what can be a timely and costly job of managing user permissions.
CLICK provides personalized & secured view of Banking Statements, wherein employees can view statements of all customers and when a customer logs in he can get only his personal view. Security is maintained at the document level and does not require querying the database for each customer or employee request.
CLICK offers a unique facility called On Demand Page Viewing. The statement that a Customer or Chief Financial Officer accesses can be hundreds or even thousands of pages in size. The users might wish to view subsets of the statement, or "step through", from page 1 to page 700. CLICK’s On Demand Page Viewing throws only one page at a time to the browser, and does not download the entire statement. This gives the user ability to do this with instantaneous, consistent performance. The statement also being accessed through cached memory, does not impact the banking transaction database.
CLICK provides the flexibility of incorporating different statement formats for different customer segments such as corporates, university students, teenagers, senior citizens etc. or different products such as loans, deposits, credit cards, etc.
With CLICK you can provide customized advertising messages based on individual customer-specific account information. This creates additional account acquisition, revenue generation opportunities and improves marketing efficiency by reducing direct mail and telemarketing costs. Furthermore, since offers are so highly targeted, customers are more likely to respond to them.
CLICK has inbuilt capability to connect to numerous data sources such as Oracle, Sybase, DB2, Informix, EDI Files, Excel, Legacy systems, etc. CLICK can connect to all these sources one at a time or all together at the same time.
CLICK supports distribution of statements in different languages, and also supports Unicode. This increases the reach and utility of application for customers who are sensitive to receiving bills in specific languages.
CLICK gives organizations and their customer’s flexibility to store historical customer statements without degrading performance or increasing storage costs.
Interactively analyze all statement transaction over an arbitrary number of time periods. Transactions can be filtered or analyzed according to various criteria. Results can be viewed in tabular or 2D/3D graphical (pie, bar, time series, etc) form.
CLICK is a platform independent statement delivery solution. It could be easily installed on Windows, Linux and all flavors of UNIX such as, SUN Solaris, HP & IBM
Many of our existing customers have multiple data sources that they need to access as part of their statement delivery solution. Often these are mixed environments – EJBs, spreadsheets, flat files, relational databases, EDI (Electronic Data Interchange files) etc. CLICK enables you to consolidate all of your data assets whatever the underlying data platform, in order to provide statements on the web, print, email, word etc
A statement presented through CLICK can be viewed by the user in several different formats, which offers the end user both flexibility and choice. It is important to reiterate here that these output options need only one executable. The output can be determined at runtime or in batch mode.
Delivered to their desktop via a browser without the need for any client software (downloads or applets) to be installed on the PC
Delivered to the mobile via WAP without the need for any third party software.
Many clients will still want to print their statements (or personalized element of their statement). CLICK can deliver "picture perfect", high quality printed statements in PDF / Postscript format, without issues of headers and footers missing - a well-known problem normally associated with "standard" printing from a browser.
XML output enables automated application-to-application integration. Customers can download XML data into their operational systems for accounting purposes too.
Multiple output options such as PDF, XML, Excel, RTF, etc require only one time processing of the statement.
CLICK creates a single consolidated view of all of a customer's accounts by aggregating account information from multiple disparate legacy systems.
CLICK has its own inbuilt zero-client web based administration tool. Not only it can create and maintain its own users and roles, it also can seamlessly integrate with third party user administration tools such as LDAP, active directory, etc
E-mails and messaging alerts notify customers about their day-to-day transactions. In addition, customers can configure and manage personalized alerts such as when a payment posts, a credit card has expired or recurring payment reminders or upcoming scheduled events.
The benefits of CLICK - power and speed statements are –
CLICK offloads the entire Statement Processing and Delivery Process to its own web server, reducing the load on operational systems. It assures timely statement processing and delivery, even if the source systems are experiencing down times.
CLICK takes care of source data errors as well as performs audit checks for statements and their detailed transactions. It prevents revenue leakage for organizations resulting in increased profits. CLICK incorporates extensive reporting and auditing functionality to enable corporate treasury and cash management personnel to understand, track and trouble-shoot all account transactions. CLICK’s intuitive and comprehensive web interface makes it simple to reconcile remittance information, manage exceptions and do cash flow analysis.
Most modern day marketing experts will speak fondly of the ability to market "one-to-one". The opportunity to market to each client individually, offering unique propositions based on a captured history preference, is highly desirable. In fact in an environment where the number of customers may be in hundreds of thousands, the ability to personalize the information provided is a necessity. CLICK’s – Power and Speed Statements, are implemented using leading edge technology, offering key information to the correct person at the right time in the right format.
The costs associated with paper based, and physically mailed posted statements are not insignificant and are well understood by the modern organizations. Today almost every opportunity to reduce or even eradicate costs is highly desirable as reductions in cost can be passed on to the client – enabling cost-based competition.
It is in the interest of both the organization and the customer to encourage as much account self-service as possible. Large companies can benefit from this model as it greatly reduces their costs.
The call center also has access to customer’s statements, personal profile, disputes, complaints etc online, making it easy for them to perform analysis on the statement and answer customer queries quickly. CRM executives can also take requests for duplicate statements, adhoc printing etc.
CLICK is a robust product, and scales to large number of users. It performs efficiently even with increased number of users and utilizes the full power of CPU’s installed on the servers. It provides speed and flexibility for incorporating any kind of business-required changes thus reducing time to market for new products and services.
CLICK’S point ‘n’ click environment provides billing team easy to use interfaces for bill process and delivery administration, enabling quick ad hoc administrative tasks. CLICK also reduces total cost of ownership for organizations as its total automation, results in comparatively less overall requirement of resources of hardware, software, maintenance and people.
The web-based user interface is intuitive and simple to learn and use
Eliminate the costs of sending usage data on paper or on data-storage media
CLICK enables "customer self-care", leading to fewer inquiries and complaints. This lowers costs in the call center
Customers want better control of their account transaction. CLICK is the compelling solution for those needs, raising customer satisfaction and loyalty
Increase market attention and gain advantage over your competition with CLICK as an attractive expansion of your services
Financial Services - Banks (Corporate & Retail) Customer Relationship Management Who are your best customers? What can you do to retain them? How can you attract others like them? How can you improve the profitability of all your customers? With tight budgets and demanding revenue targets, questions like these are increasingly urgent. To obtain reliable answers, you need the ability to create customer intelligence from mountains of disconnected customer data you collect on a daily basis. SEEinfobiz's Customer Relationship Management is designed to give you the knowledge you need to develop and implement smarter customer strategies and maximize customer profitability. SEEinfobiz's superior analytical CRM technologies allow you to understand your customers across all channels and not only react to problems but also proactively uncover hidden solutions to your most pressing customer challenges. The key features of SEEinfobiz's Customer Relationship Management solution include –
The key benefits of SEEinfobiz's Customer Relationship Management solution include –
SEEinfobiz’s MyPage - The Complete Self Service is a suite of Internet-based applications, built specifically for the needs of online service providers, enabling them to attain new heights in customer service while also increasing revenue opportunities through increased interaction and service-centric commerce. MyPage provides a comprehensive collection of self-service functionality supporting all stages of the customer life cycle for account holders, including:
The key features of SEEinfobiz's Customer Self Service solution include –
The key benefits of SEEinfobiz's Customer Self Service solution include -
SEEinfobiz provides powerful solutions to manage and process higher volumes of portfolio information with less intervention, to monitor portfolios against investment strategies and client restrictions. It also provides solutions to support front-office operations and automate the order workflow between your organization and the market for higher efficiency & better management. SEEinfobiz's Portfolio Management (SPM) solution provides comprehensive support to help you manage high volume transactions with single data entry. With SPM, portfolio managers and investment advisers have the tools they need to give clients efficient and competent advice. SPM is the perfect tool for portfolio managers who need to react quickly to market fluctuations. It also enables managers to provide timely answers to client questions. SPM enables organizations to cope with discretionary mandates, easy administrative task handling and free up teams for more profitable focus on investment strategies. SPM is a fully integrated real-time, portfolio management tool designed to run as a front-end. SPM covers all aspects of efficient portfolio management and is integrated with the core functions, transactions and reporting modules. The key features & benefits of SEEinfobiz's Portfolio Management solution include –
Web based Business Information System SEEinfobiz's Business Information Delivery System is a web-based, enterprise wide reporting application that supports advanced analytical features and delivers highly formatted financial statements. With this solution, users can:
The solution's advanced analytical features enable users to slice and dice the data to quickly identify the key information necessary to support the business decision-making process. SEEinfobiz's Web based information system also uses a combination of web-cached OLAP and relational database technologies to create a complete reporting package. Web-cached OLAP (or multi-dimensional) databases are best known for creating aggregations of relational information (i.e. General Ledger data) by way of reporting cubes. Like a pivot table, the solution’s OLAP technology allows users to interact with the data in their own way through drilling, slicing and dicing. Users can create their own reports without having to rely on IT for assistance. Our Solution’s publish-ready report books and e-mail distribution allows organizations to quickly get information to any employee.
SEEinfobiz's Web-based Information System for Banking Operations is a fully integrated online banking application for Corporate & Retail Banks and Societies. It uses state-of-the-art application technology. It comprehensively brings every aspect of Bank management and operations into on-line computerization simultaneously. It combines the power of Operating Systems, RDBMS and the internet-based GUI interfaces.
It is a real-time web-based solution for budgeting, planning, forecasting and collaboration that leverages the power of the world’s leading OLAP and relational databases. Within our solution, the planning, budgeting and forecasting processes seamlessly feed into each other. There are no worksheet links or distribution lists to maintain, and the Performance Management solution provides data integrity so you can trust the numbers. Once published, your templates are available throughout your entire organizational structure. Using SEEinfobiz’s tight security controls you choose which users can view and enter information into which templates.
SEEinfobiz's Transaction History is a powerful solution for delivering detailed history of customer account transactions. It offers callers the flexibility of choosing a listing of all credit transactions, all debits transactions, or a list of both types, for any of their accounts. For each transaction, the system provides the transaction type, date and amount beginning with the most recent transaction date. Transaction History presents customers with easy navigation to the next or previous transaction, or to a different transaction type, using the power of speech. Added benefits allow callers to search for transactions by amount or by date. Transaction History instantly responds with details of any transactions that closely match the specified amount or date, making it easy for customers to quickly search for specific transactions. The Transaction History could be mailed or faxed across to the customers periodically depending upon their request such as., Daily, Fortnightly, Monthly or quarterly.
SEEinfobiz's Treasury Information Management Solution with its in-built Foreign Exchange, Money Market and Securities modules, provides small and large financial institutions with the functionality, tools and information to meet the latest Accord for capital adequacy, risk assessment and disclosure. Built around the Bank's core banking solution, SEEinfobiz's Treasury Information Management Solution overcomes the problems of disparate banking applications, disparate customer groups and different approaches to lending and treasury risk management within large financial institutions. SEEinfobiz's Treasury Information Management Solution provides a total view of a financial institution's wholesale and retail banking operations, combining front office (deal capture), middle office (risk management) and back office (settlement and confirmation) using Straight Through Processing (STP). SEEinfobiz's Treasury Information Management Solution automates many of the Treasury functions, saving time and eliminating possible errors while providing the added security of continuous risk management analysis across customers and products.
SEEinfobiz's Retail Banking Business Information Solutions, offer a totally secure and fully integrated solution. It includes processing, retail and branch automation systems, cheque and document imaging, and a complete range of support systems and interfaces. Delivered in a friendly, easy to use Windows graphical user interface, it contains more than 20 advanced financial applications and is available as an outsourced or in-house solution. The relational database and web based architecture are built on open systems that are UNIX and NT-server compatible.
SEEinfobiz's Trade Finance Systems fully integrate and automate international trade services operations, allowing you to support multiple banks, branches, and currencies across centralized and dispersed regional processing centers. SEEinfobiz’s Trade Finance System is used by both mid-sized and large-sized institutions, it is Web-enabled and easily interfaced to other bank front-office and back-office systems, reducing redundant manual entry and providing seamless straight through processing that enables you to tailor trade services products to individual client needs, improve management and operational control, reduce costs and increase profitability.
SEEinobiz's Customer Profitability analyzes all aspects of the customer relationship, determining and reporting the complete profit or loss picture. The relationship can be one or more accounts, customers, market segments, or any other user-defined grouping. This includes: value of all balances, fee income, service volume time cost, and other user-defined factors. The data can be used for current or historical profit analysis, ad hoc reporting, and "what-if" scenarios.
The key features of SEEinfobiz's Customer Profitability solution include –
SEEinfobiz's Product Profitability solution allows managers to price products effectively, identify expense reduction opportunities, and manage product profit contributions. The system calculates the unit cost for each product and its related activities; provides product P&L statements; analyzes volume and spending variances; values funds used and provided by products; and measures the profit contribution of products and product lines. Summary and detailed information by product for unit cost setting, volume and expense analysis, and product performance measurement is also provided. The key features of SEEinfobiz's Product Profitability solution include –
SEEinfobiz's solution for ATMs / Debit Cards provides the four principal card management functions -
The Cards module can function either as a stand-alone process or as a fully integrated system. In either of these configurations it has the capacity to act as a stand-in authorization system in the event of host non-availability (batch window, system maintenance), allowing continued transaction processing until the host system is restored. The Cards module allows the institution to deploy a "front end" processor with its own stand-in files which refresh the banking system, or it can pass transactions through for authorization against the banking account files in real time. The key features & benefits of SEEinfobiz's ATM / Debit Card solution include –
Sophistication, imagination, determination: put these together with opportunity, and you've got a risky situation when it comes to fraud prevention. How do you manage risk effectively? Turn to SEEinfobiz's Risk Management Solution. We offer a broad range of solutions so you can enhance your customer relationships while fighting fraud, manage risk, and maximize profit. SEEinfobiz's Risk Management solution offers executives and top managers the opportunity to analyze scenarios that drive strategic selection and (re) prioritization decisions, taking into account the organization wide risk exposure. Through the use of graphical displays and pivot tables, Key decision-makers can visualize and achieve the desired balance of risk exposure and profitability by tightly aligning portfolios with business goals and ensure the entire organization remains in line with the strategic objectives. SEEinfobiz' Risk Management solutions are focused on minimizing risk and fraud while strengthening and expanding your relationships with consumers. With our robust data and data analysis tools, we help our customers make informed decisions about accepting payments or entering into financial relationships, while safeguarding consumer information. The result is improved customer acquisition and retention, reduced fraud and risk, and optimized use of technology and connectivity for Risk Management. The key benefits of SEEinfobiz's Risk Management solution include –
Loan Application Management System SEEinfobiz's Loan Application Management System is powerful, comprehensive and customizable – a valuable new asset for your institution. Our consumer lending system takes you beyond mere doc prep – handling your loan processing, tracking, underwriting, reporting and government reporting requirements. This full-service processing system handles all required loan application information, performs all needed calculations and prints all the required documents from initial application to security agreements and notes. Its Custom Form and Letter Generators let you design, set up and print your own customized forms, documents and correspondence. The SEEinfobiz's Loan Management System is the total automated solution for your consumer-lending department. The system handles both fixed and adjustable rate loans with any combination of adjustable intervals, from one month to several years. The system also supports odd first internal loans, such as three-year/one-year ARMS. Loans can be normally amortizing, interest-only, single-payment, balloon or credit line. The system supports daily, weekly, biweekly, monthly, quarterly and semi-annual amortization. In addition, interest calculations are supported on a 30/360, actual/365 or daily simple interest basis. The system supports 15 different Home Equity credit line plans, combining interest-only or interest plus a principal payment draw period with a normally amortizing, term fraction, or balloon payback period. You can easily design new loan products to meet your customers’ unique needs by combining interest rate option and loan type with a number of different payback frequencies, including monthly, quarterly and biweekly, to name just a few. Hundreds of combinations are available. The key features of SEEinfobiz's Loan Management System include –
The key benefits of SEEinfobiz's Loan Management System include –
To have the convenience of true anytime, anywhere banking is the dream of every customer of the bank. With mobile phones proliferation, any bank offering convenient, timely information about products and services and allowing key transactions to be carried out over the mobile devices wins customer’s loyalty and hence the business. SEEinfobiz's Mobile Banking solution helps banks offer powerful mobile banking features to their customers. These include both ‘push’ and ‘pull’ banking transactions. ‘Push’ type of mobile banking transactions include those in which the bank ‘pushes’ information to the customer pro-actively through pre-defined alerts. ‘Pull’ type of mobile banking transactions supported by SEEinfobiz are ones where the customer of the bank can initiate banking transactions leveraging the WAP or the SMS technology. SEEinfobiz's Mobile Banking solution comes with a powerful administration module that helps banks generate relevant reports and carry maintenance activities along with other key functions. It comes with standard-based interfaces to multiple systems, thereby reducing the bank’s total cost of ownership and significantly enhancing time-to-market for new products and services. The key features of SEEinfobiz's Mobile Banking solution include –
The key benefits of SEEinfobiz's Mobile Banking solution include –
SEEinfobiz's Wealth Management is a comprehensive end-to-end Framework base Solution to offer personalized financial services catering to specific investment interests of customers. This solution allows users to access their financial information through multiple channels wherever, however and in whatever manner required including the Internet, mobile phone or other devices. A key component of Wealth Management is the account aggregation service, which gathers data from various accounts and provides a comprehensive view of an entire financial portfolio in a single view. It covers an entire range of wealth management solution from Portfolio Management to Asset Management with a strong focus on Personalized Customer Relationship Management. Wealth Management addresses needs of Client Relationship Managers, Fund Managers and Marketing Managers alike. The key features of SEEinfobiz's Wealth Management solution include –
The key benefits of SEEinfobiz's Wealth Management solution include –
SEEinfobiz's Corporate Banking Solution encompasses a full range of services that enable banks to offer their corporate clients the most robust, technically advanced, and efficient Corporate Banking solution. SEEinfobiz's Corporate Banking Solution is designed for transaction intensive deployments that require scalability and high availability. Through its design for separating business logic from the presentation layer, the solution can be readily customized for different segments and brands. For example, the solution can be tailored to meet the unique needs of each client and implemented to support a range of value propositions and fee structures. The key features of SEEinfobiz's Corporate Banking solution include –
The key benefits of SEEinfobiz's Corporate Banking solution include –
SEEinfobiz's Asset Liability Management (ALM) solution provides various analytical tools that enable active asset liability management to ensure they stay balanced over time, maximize profitability, thus providing prudent capital adequacy. ALM facilitates identification of sources of risk and their measurement, beyond which it also deals with profitability and growth management and thus deals with both sides of the risk-return equation. ALM offers a variety of powerful, risk evaluation, and analytical utilities that enable strategic planning and decision-making. Apart from standard regulatory reports in the asset liability management processes such as Capital Adequacy, ALM offers several additional features and analytical tools including Rate Shock Analysis, Scenario Analysis as well as Variance Analysis and Trend Analysis. Other salient features include extensive reporting and querying, Data Management tools, and a high degree of parameterization. The product can be interfaced with third party solutions. The key features & benefits of SEEinfobiz's Asset Liability Management solution include–
Increasing and changing reporting requirements of, various regulatory agencies - such as the Federal / Reserve Bank and other members of Treasury, Securities and Exchange Commission, Superintendents of Banks or a bank's own head office, as well as multiple and varied sources of data, make it complex and time consuming to prepare reports. Banks that rely solely on general ledger and sub-ledgers for reporting find that it is very difficult to understand and analyze reported figures since they use some form of a spreadsheet to do their reporting which has no easy-to-follow audit trail, nor is there any reporting logic that can be analyzed. Finally, as more and more banks merge across borders, they are seeking simplified global solutions. Although the merged banks have different IT systems across branches, they want a standard data model and one database for reporting. What is the solution? -- SEEinfobiz's Regulatory Reporting solution which has become the de facto industry standard for automating banks' regulatory reporting needs. This innovative solution addresses the financial reporting requirements of both domestic and international banks and financial institutions by automating compliance with mandated reports to regulatory authorities, senior management and head offices. SEEinfobiz's Regulatory Reporting solution helps ensure the accuracy and integrity of financial reports while increasing the efficiency of reporting. It can easily work with multiple sources of information as it cleanses the data, standardizes data elements and automates report production. Additionally, it can help an organization accomplish its automation objectives -- data repository of detailed transactions; ability to translate into standard codes (i.e. country, currency, product, customer type, relationship, industry); clear auditable reports and work papers; concise logical instructions; report diary; and forms management. The key features & benefits of SEEinfobiz's Regulatory Reporting solution include –
Banks are increasingly focused on branch capability, as branches represent the critical channel for increasing revenue and profitability. Branch personnel—branch managers, platform officers, tellers—are challenged by inconsistent customer information across channels, lack of access to timely operational information and simplified interfaces to news, collaboration and productivity tools and applications. All of these challenges impede a bank’s ability to differentiate their customer service and stand out among competitors. A comprehensive solution for meeting bank branch requirements for success, SEEinfobiz's Solution for Branch Banking delivers personalized access to tools and information branch bank employees need to provide the outstanding service customers expect, while helping increase sales and profitability. With a role-based Branch Banking solution, branch managers, platform officers and tellers can take advantage of sales opportunities, increased productivity and gain market share and customer loyalty. SEEinfobiz's Branch Banking also provides branch managers with insight and control of key performance metrics and compensation tools to help enable greater productivity and increased sales and profitability. The key features & benefits of SEEinfobiz's Branch Management solution include –
Customer - Acquisition, Retention & Churn SEEinfobiz's Customer Acquisition module reaches your prospective customers at the right time—and in the most compelling and cost-efficient manner possible. SEEinfobiz's Customer Acquisition solution includes –
As one of the leading providers of banking solutions, we are known for our ability to grow and manage large-scale programs. We continually invest in our existing facilities located throughout the world. This ensures that you have the best customer contact platforms available. To stay ahead of the demand curve, our site selection and implementation group follows a strategy to rapidly open new facilities. Our facilities also feature high-level security standards to provide a safe environment for your data. SEEinfobiz's Customer Loyalty / Retention solutions align and empower all parts of your bank to –
SEEinfobiz's Customer Loyalty / Retention solution typically cover customer attitudes, intentions, and perceptions towards many or all of the following -
SEEinfobiz’s Churn Management solution provides banks with all the tools to gather, analyze, and store the data necessary for customer churn assessment. This solution scores customers according to their propensity to churn and their potential lifetime value. A scaled, targeted, and personalized response can reduce customer churn. The key features of SEEinfobiz’s Churn Management solution include –
The key benefits of SEEinfobiz's Customer - Acquisition, Retention & Churn solution include –
Product - Acquisition, Retention & Churn SEEinfobiz's Product – Acquisition, Retention & Churn Solution allows advisors to produce tailored, compelling investment proposals for existing and prospective clients in a way that clearly demonstrates the benefits of the selected investment products and diversification strategies. The application efficiently walks advisors through a logical, intuitive workflow, which culminates with the production of a sophisticated yet easy-to-understand investment proposal and Investment Policy Statement. Advisors can generate compelling, personalized investment proposals with less effort, promote strategic products, and convert more prospects to clients. The Product Acquisition, Retention & Churn Solution is a workflow-driven application that is designed to enhance advisor productivity and ease of use. Enterprise clients and their advisors can configure the application to match their business practices. Firms and their advisors can setup their own custom asset allocation models, model portfolios, and investment universes. By changing settings in the Preferences Hub, advisors can automate workflows to increase their productivity. Model portfolios and investment universes can also be saved and applied across multiple products. Product proposals can also be configured to meet the specific needs of each client. The application and proposal can be branded with the firm's logo and each advisor's contact information. Whether the advisor is reviewing an existing product in preparation for an annual account review or proposing a new portfolio for a prospective client, current holdings can be thoroughly analyzed and compared with targets and benchmarks, providing advisors and clients with a holistic and comprehensive view of the portfolio. The Solution supports a wide variety of security types. These include mutual funds, exchange-traded funds, separately managed accounts, individual stocks, and fixed income securities. With our Solution, advisors have a very broad set of product offerings from which to choose when constructing client portfolios.
SEEinfobiz's point of sale solutions deliver powerful fully integrated retail packages that manage the banking business from front office to back office - all with speed, accuracy, and simplicity. Many bank service providers have already realized the benefit of having one simple solution, which manages front office tasks like processing accounts, accounting and more simultaneously on the backend. Saving valuable time and resources ultimately translates into an increase in productivity and most importantly - the bottom line! SEEinfobiz's comprehensive point-of-sale solution provides banks with an ideal solution for branches and call-center operations. When integrated with the CRM software, the combined solution provides easy order entry, quick access to detailed customer account profiles, and fast transaction processing to ensure accurate and reliable customer service through all channels. The key features & benefits of SEEinfobiz's point of sale solution include –
Money Laundering with an estimated value of over a few trillion dollars per year is the world’s third largest business. The Crime and Justice Database describe the crime being officially recorded at the national level in over eighty countries. It adversely affects financial institutions and economies creating changes in demand for money, exchange and interest rate volatility, heightened risks to asset quality and asset price bubble. Money Laundering & Terrorist Financing are global crimes and need to be tackled at every level. Globally the governments and Monetary Surveillance Authorities have taken a serious note of the need to implement Anti-Money Laundering (AML) & Counter Terrorist Financing (CTF) measures. The AML & CTF initiatives have begun in form of new regulations being put in place for stringent Transaction monitoring procedures. Failure to comply could mean leaving your organization open to a huge risk of loss of reputation together with a possibility of large penalties. SEEinfobiz offers a solution that meets all front-end and back-end functions for compliance on AML & CTF monitoring. With a rich domain knowledge in Banking & Finance and its vast product development expertise, SEEinfobiz has developed, a complete enterprise-wide anti money laundering solution, for the specific business needs of Banks and other financial service providers Primarily, the AML Solution equips your organization with a powerful and proven tool to efficiently search and scan through millions of customer profiles and transactions across your enterprise, and successfully capture unusual /suspicious activities and report the same effectively. The software is designed to allow incremental block building to match the ever growing international requirements to curb money laundering & terrorist financing. The key features & benefits of SEEinfobiz's Anti-Money Laundering solution include –
SEEinfobiz is the premier provider of single-sourced customer segmentation, targeting, and tracking solutions for Banks competing for more business among affluent investors. Only SEEinfobiz's Customer Segmentation solution can accurately identify and describe wealth based on our web based enterprise information system of actual invested assets data. SEEinfobiz clients gain competitive advantage, market more efficiently, and enjoy higher ROI — with solutions that help them do more business with current customers and prospect more efficiently and effectively to new ones. All the while honoring our commitment to protect the privacy of our clients and their customers. It is not unusual to see more than 80% of a bank’s profits generated by 10% to 20% of its customers. Considering these numbers, it is critical that banks maintain systematic programs to identify and segment their best customers. Once identified, institutions can better serve their most profitable customers, and, in better serving them, more likely retain them. SEEinfobiz's Customer segmentation involves identification of distinct customer groups or niches, whereby niche members share one or several common profitability factors. Customers can be segmented by demographic criteria such as economic affluence, age, length of time with the bank, or industry niche. For example, a bank may segment the major industries it serves as follows:
The key features of SEEinfobiz's Customer Segmentation solution include –
The key benefits of SEEinfobiz's Customer Segmentation solution include –
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