Banking and Financial Services

The Banking and Financial Services institutions today are faced with the dual trends of globalization and cross industry consolidation. While globalization has led to a very rapid expansion, the cross industry consolidation activity has brought about significant complexity in the operations through a wide range of financial services and solutions under one roof. These two trends have to be managed within the context of the earnings and governance pressures faced by the institutions.

Our Finance & Capital Markets practice has the dual advantage in being able to support this need. Firstly, we have domain competency for serving global financial institutions with solutions that span across Corporate Banking, Retail Banking, Investment Banking, Treasury, Capital Markets, Risk Management, Fund Management, Equity Research, and Settlements functions. Secondly, we have long experience in providing business driven cost-effective solutions, spanning across a broad range of technologies and tools using ISO compliant processes and state-of-the-art global delivery centers, to leading global financial organizations, such as Religare Securities.

Our experience of financial services is deep rooted. In fact very few players in the industry understand financial services better than we do. Our group’s experience in brokerage business, insurance, wealth management and now even asset management positions us uniquely to cater to technology requirements to every player in these segments.

Through our subsidiaries we have the largest share in Internet trading business in the country with 100+ brokers using the facility to provide online trading. We are also leaders in front office trading space and in back office solutions. Our back office solution is deployed at leading brokerage houses in multiple countries across Asia Pacific, Australia and New Zealand. We are proactively looking at newer countries and opportunities across the world.

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Some of our offerings include the following –

• Exchange Services – we work with leading exchanges in India to provide them end to end services in the areas of order management, routing, risk management, clearing and settlement
• Insurance Vertical – we work with leading players in the insurance sector to provide them technology solution
• Packaged Solutions – we sell and implement CRM and ERP solutions to players in the BFSI space. We have partnerships with Microsoft and Oracle to sell and implement their products in packaged space. We offer highly customized CRM solution across the following domains:

  • CRM solution for Insurance
    Religare Technova CRM solution for Insurance is an out-of-the-box CRM solution designed specifically to meet the needs of client-facing staff of Insurance companies.
    
    The solution draws on enterprise-wide core processing and transaction systems to provide retail staff holistic views of customer information, allowing relationships to be deepened and facilitating up sell and cross-selling opportunities.
    Solution can also be extended to provide information or portal to partners for creating leads, opportunities etc
    
  • CRM solution for Capital Market
    Religare Technova CRM for Capital Markets is an out-of-the-box CRM solution designed specifically to meet the needs of securities broker dealers, bond and mutual fund brokers and dealers, and research and investment professionals in the capital markets.
    
    The solution integrates information and research sources with CRM functionality, including the ability to access an audit trail of interaction between research, sales and trading teams.
    
    Religare Technova CRM for Capital Markets provides critical client management features, such as creating contacts automatically by integrating with back office, knowing the investment/Holdings details, trading details, brokerage generated, compliance reports, case generation, workflow automation, Alerts etc.

• Portal Business – we are India’s leading provider of content and data services for the brokerage and mutual fund segment. We have corporate data for 6000 companies updated for the past 12 years. We are also leading website and portal developers for players in the BFSI space
• Manpower Services – our people understand the domain very well and team up with customers to manage their business/ operations and/ or technology. We provide manpower services to a lot of leading names in the industry
• Infrastructure Management and Help Desk – we can set up and manage your entire corporate infrastructure and provide you ticket based help desk support for your end customers

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Trading Solution Division

Online

Trade Anywhere:-
Trade Anywhere is a software solution, which enable a broker for online trading facilities and through dealer terminals. It is highly scalable and provides an end-to-end solution for front office dealers. The solution is highly versatile and parameterized real time Risk and Exposure Management System. It has gained immense popularity in the market, leading to approximately 80% market share in online trading space in India.
URL: http://tradeanywhere.asiancerc.com/

IPO Anywhere:-
The solution has been designed to help the agents/brokers capture IPO application from the retail segment. The system caters to the back office processes related to IPO management, inclusive of physical form printing and electronic submission of bids to the exchanges.

Mutual Fund Anywhere:-
The application developed to enable the financial services companies to offer their customers the ability to do their mutual fund transaction through Internet or through the branch or franchisee network. The solution automatically generates the feed files needed by the AMCs and the registrars.

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Dealer Terminal

Fast Trade: -
Fast Trade provides an interface to the trading environment on public/private network. The solution give users a full fledged interface, in which user can see the tick by tick change in the stock markets, place order and also get the benefit of technical analysis.

Customer Terminal

Market Pulse- Desktop Version:-
The solution can be deployed as a customer terminal within the premise of the securities/commodities trading firm. This can also be deployed through the Internet and over a virtual private network. It will allow the user to do extensive research using the content available on the content server. It facilitates the user to create custom triggers and filters to sniff out the hidden opportunities in the various markets connected to the Trade Anywhere system.

Nova:-
Nova, from Capital Market Solutions Ltd, has been designed to provide the richest functionality for Agency (retail/institutional) and Principal brokers, whether operating on a domestic, regional or global basis. Nova’s component based structure and scalable architecture ensures the systems can add value to organizations of any size, with a diverse range of business requirements, remaining flexible enough to accommodate changes happening in local markets, plus expansion into new markets and products.
URL: http://www.capmsl.com/nova_confirm.html

Knowledge Management Offerings

We consider ourselves specialists in providing customer relationship management (CRM), and business and knowledge process outsourcing (BPO/KPO) services across the financial services customer life cycle. These services improve customer interactions, strengthen workflow management & business intelligence services, and modernize legacy applications to support real-time, flexible business processes.

Some of the offerings :-

• Lead Generation and Qualification
• Loan Application Processing
• Automated Bank Card Activation
• Payment Processing
• Balance Transfer and Consolidation
• Account Information
• Soft Collections
• Cross-selling and Up-selling Services
• Credit Card Services
• Customer Support

We engage with clients on top most level to address their technology and business needs. Since we understand this domain as good as our customers do, we are able to provide them affordable, effective and lasting solution.

Our current engagements are with who’s who of Indian and Asia Pacific brokerage houses, exchanges, financial institutions and insurance companies

Our Value Proposition for Financial Markets

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