Customer Satisfaction


Employee Productivity

Process Efficiency

  • Customers call branches for mundane queries
  • Customers require various information like total sum, switching process, redemption information, NAV etc.
  • Customers are relatively free to restructure their investment options on weekends but MF companies are not accessible on weekends

  • Internal communication contributes to 40% of the cost
  • Cannot have a separate resource to maintain IT in each branch location
  • Review and travel expense is high, repeated training cannot be provided for effectiveness
  • With SMS widely used as a channel to generate leads, it is important to call the customers to capitalize on the customers’ mind share
  • Currently the entire daily briefing sections are managed by the IT team, features like selective/all mute, participant’s identification etc. are not available
  • Tighter integration between the back office and dealing room required for better execution of the deals, business continuity, ease of operation and integration with various business applications

NAV 24x7 - Centralized contact center with speech enabled self service platform to automate NAV announcements, transactions & routine queries without manual assistance. Enhance agent productivity by 30% or more





Intelligent Branch - IP Technology and IP CUG across the organization enables MF companies to scale as they grow, improve customer service, enable workforce productivity and simplify development & management
Daily Review - Integrated audio, video & web solution offer the ability to collaborate with co-workers and customers in different locations and allow users to hold productive virtual meetings, remote business reviews & trainings. Product trainings can be streamed for re-use


Field Force Automation - Integration of SMS gateway and FFA solution to integrate mobile insurance agents with backend CRM and CC. Increase ‘lead to conversion’ ratio by reducing the turn around time to less than 1 day
Daily Briefing - Meeting Exchange/IP Office integrated audio, video & web collaboration solution enable daily briefings (around strategies & plans)
Intelligent Trade Floor - IP Trades IP/SIP enabled turrets with Avaya ACM and NICE logger provide a unique and specialized communication solution for MF Customers (buy side) that enables faster execution of transactions, compliance recording, business continuity and integration with various business applications.