Winsoft Corporate Introduction


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Winsoft Corporate Introduction

  1. 1. Corporate Overview of Winsoft Technologies Ms. Hemangi Bodke [Manager – Sales & Marketing] 2010
  2. 2. Corporate Overview
  3. 3. Our Mission <ul><li>Deliver excellent, creative and </li></ul><ul><li>cost-effective solutions using </li></ul><ul><li>the most appropriate </li></ul><ul><li>technologies, enabling </li></ul><ul><li>businesses to manage their </li></ul><ul><li>customers effectively. </li></ul>
  4. 4. Introduction <ul><li>Software solutions for financial enterprises </li></ul><ul><li>Strong Domain AND Strong Technology </li></ul><ul><li>Long-term partnership with customers </li></ul>
  5. 5. What sets us apart? <ul><li>Pioneers </li></ul><ul><li>500+ branches of SBI’s Cash Management Services built on U2U data-com solution (in 1996) </li></ul><ul><li>1 st DP IVR solution, unveiled by Mr. C B Bhave (SEBI Chairman) (1999) </li></ul><ul><li>1 st NSE + BSE internet trading platform, unveiled by Mrs. Deena Mehta (BSE President) (2000) </li></ul> <ul><li>Stable & Reliable </li></ul><ul><li>12+ years in the industry </li></ul><ul><li>Long term customer engagements (5+ years) </li></ul><ul><li>‘ Preferred’ IT partner for our customers </li></ul><ul><li>Subject Experts </li></ul><ul><li>Exchange – Equities, F&O, DP </li></ul><ul><li>Non-Exchange - Mutual Funds, IPO, Bonds & structured products </li></ul><ul><li>Insurance – Life & General </li></ul><ul><li>Best Practice Leaders </li></ul><ul><li>Mature, feature-rich applications </li></ul><ul><li>Adopted by industry leaders </li></ul><ul><li>Streamline & optimize your business operations </li></ul>
  6. 6. Select List of Customers
  7. 7. Business Solutions
  8. 8. SmartCIMS - Client Data Management <ul><li>A browser based application to centrally manage your client account processing & maintenance </li></ul><ul><li>Regulatory compliance </li></ul><ul><li>Enforcement of KYC and reporting norms (complies with SEBI, RBI) </li></ul><ul><li>Audit trail for verification </li></ul><ul><li>Process improvements </li></ul><ul><li>Design is based on a 6-sigma study of account opening processes </li></ul><ul><li>Measurement & improvement in TAT (turn-around-time) </li></ul><ul><li>Data Accuracy </li></ul><ul><li>Maker/Checker workflow to verify data </li></ul><ul><li>De-duplication logic </li></ul><ul><li>Multiple Products & interfaces </li></ul><ul><li>Handles Equities, F&O, NSDL/CDSL, MF </li></ul><ul><li>Highly configurable </li></ul><ul><li>Provides for multiple customer types & categories </li></ul><ul><li>Comes with ready interfaces to NSDL DPM, CDSL CDAS, NSE/BSE, and popular back-office products </li></ul><ul><li>MIS, emails, form letters generation </li></ul>
  9. 9. DP Business – DeMATrix Suite <ul><li>Back-office, customer relationship & utilities for NSDL & CDSL DP’s </li></ul><ul><li>Rich functionality </li></ul><ul><li>HO & branch operations, end to end workflow, inventory control, document tracking </li></ul><ul><li>All instructions supported </li></ul><ul><li>Flexible and user-defined billing integrated with financial accounting </li></ul><ul><li>Advanced, web-based user interface (single UI for CDSL & NSDL) </li></ul><ul><li>Scalable & fast </li></ul><ul><li>Highly scalable (200 GB+ database size), 1 Lakh+ daily instructions, adopted by LARGE DP customers </li></ul><ul><li>Fastest billing module in the industry </li></ul><ul><li>Highly integrated </li></ul><ul><li>NSDL DPM, CDSL CDAS, </li></ul><ul><li>Core banking (Finacle, OmniSetu, Kapity) </li></ul><ul><li>broker back-office (LD, SBOSS), E-broking (Religare), CRM (Oracle & Talisma) </li></ul><ul><li>Excellent customer support </li></ul><ul><li>Regular software releases with prompt updates for NSDL/CDSL circulars </li></ul><ul><li>Additional products – DP Emailer, DP-on-NET, Mobile interface, e-broking, Loan Against Shares & DigiSign </li></ul>
  10. 10. Mutual Fund Distribution SmartMutual Suite <ul><li>Comprehensive software solution for mutual fund distributors </li></ul><ul><li>Front Office </li></ul><ul><li>SOX (Sarbanes-Oxley) compliant </li></ul><ul><li>Web-based sales/RM module with all Deal Slip actions and order generation activities </li></ul><ul><li>Prospect Risk Profiling module for right-selling of MF schemes </li></ul><ul><li>Back Office </li></ul><ul><li>Folio updates & scheme mergers </li></ul><ul><li>TXN, NAV, brokerage import; income, IRR, redemption cost calculation, reconciliations, and brokerage pass-out </li></ul><ul><li>Industry’s best brokerage calculation with > 99% accuracy (separately available as SmartCalc) </li></ul><ul><li>Reporting </li></ul><ul><li>Powerful reports – brokerage, MIS, AUM, Investor, Mobilization, TXN, plus many more </li></ul><ul><li>Customer Service </li></ul><ul><li>Internet module – for customer service & online sales </li></ul><ul><li>MF-on-mobile, MF Alerts, payment gateway </li></ul><ul><li>Leading industry players use SmartMutual. We bring their best practices to you! </li></ul>
  11. 11. Insurance Distribution SmartInsurance <ul><li>Comprehensive business automation for insurance brokers & distributors </li></ul><ul><li>Functionality </li></ul><ul><li>Front-office, back-office, income tracking, CRM and reporting; complete work-flow solution. </li></ul><ul><li>Support for Life & General, individual & group/corporate policies </li></ul><ul><li>SOX (Sarbanes Oxley) compliant access control to the software </li></ul><ul><li>Front-office </li></ul><ul><li>Manage cover notes, proposals and their conversion to policies </li></ul><ul><li>Manage payments – premiums, cash deposits </li></ul><ul><li>Implements full document control & document inventory management </li></ul><ul><li>Powerful, rich UI based on latest improvements in browser technology </li></ul><ul><li>Back-office </li></ul><ul><li>Powerful income calculation for commissions, brokerage, NEP etc. </li></ul><ul><li>Reporting & data analytics (sales, income, TXN, renewal, claims, business, status and many more) </li></ul><ul><li>External interfaces & uploads, with support for multiple PIC (Parent Insurance Companies) </li></ul><ul><li>Separate Customer Prospecting module </li></ul><ul><li>Online (internet) sales activity module (customized integration with PIC premium calculators) </li></ul><ul><li>Integrated with Winsoft SmartMutual </li></ul>
  12. 12. Mobile Financial Applications SmarTransact <ul><li>Technology platform to build & roll-out mobile applications for financial industry </li></ul><ul><li>Active TXN (buy/sell), Passive TXN (inquiry) & 3 rd party TXN (bill payments & money transfers) supported </li></ul><ul><li>Retail banking, MF, DP & insurance module interfaces </li></ul><ul><li>Supports all popular mobile phones (Nokia, Blackberry, Samsung, LG, Motorola, and many more) </li></ul><ul><li>Designed to easily interface with your legacy applications </li></ul><ul><li>Strong, layered security with passwords, IMEI number, and SMS/registration number handshakes </li></ul>
  13. 13. Application Services for Financial Enterprises <ul><li>Total application outsourcing – complete lifecycle. </li></ul><ul><li>Cost effective on-site resource placement on contract – our HR will work closely with your requirements and provide you with the best fit, to augment your in-house IT. </li></ul><ul><li>Mature capabilities over 10 years, in engagements with multiple financial enterprises </li></ul><ul><li>Application domain expertise in capital markets (exchange + non-exchange products), wealth/portfolio management, banking & insurance </li></ul><ul><li>Experienced with front-office (trading), order routing, order management (OMS), risk management (RMS) in exchange & non-exchange asset classes </li></ul><ul><li>Strengths in multiple technologies – Enterprise Java & Microsoft, SugarCRM consulting, web content management solutions, and strong architecture experience with ‘n’-tier solutions. </li></ul><ul><li>Ready-to-integrate & use application sub-systems (viz. Auto E-mailer, SmartSigner, mobile access, KYC processes, STP modules) </li></ul><ul><li>Strong in-house team for developing bespoke mobility applications for financial enterprises. Firm grasp of competing technologies – J2ME, Android, i-Phone, Windows Mobile. </li></ul>
  14. 14. Application Services - some highlights <ul><li>One of the first integrated BSE & NSE equities trading systems implemented for ACMIIL </li></ul><ul><li>Re-engineered existing ‘orphan’ code-base of a large portfolio management system (PMS) for Prudential ICICI & Prudential Singapore, running successfully & being maintained by Winsoft </li></ul><ul><li>Conceptualized, designed, implemented & currently maintaining Kotak Bank’s retail mobile banking application </li></ul><ul><li>Designed & implemented a common client data management using 3-tier IBM Websphere technology for Kotak Securities, that later enabled them to outsource their client processing </li></ul><ul><li>Axis Bank – SubATM & SETU systems for STP, and a successful Axis Bank product based around Winsoft CPS (Cheque Printing Solution) </li></ul><ul><li>Maintaining ICICI-Pru’s mutual fund on-line customer access website & application successfully for 5+ years </li></ul><ul><li>Multiple Dialogic technology based IVR systems developed & integrated with financial systems for customer access </li></ul>
  15. 15. Why Winsoft? <ul><li>Already trusted by reputed, brand-name financial enterprises </li></ul><ul><li>A long-term vision to support your growing IT needs, by offering integrated applications across your business functions </li></ul><ul><li>The responsiveness & flexibility of a small company; the stability and reliability akin to a large company! </li></ul> Reputed Private Bank Congratulations! And great thanks to the (Winsoft) team for their excellent support. One of the few projects, which went live on schedule! Indian subsidiary of a Singapore-based company We as a client are happy with the services we have received from your organization… wish you & your team all the best!
  16. 16. Winsoft Technologies India Pvt. Ltd. [Hemangi Bodke] [] Mumbai 25909919 25919252 Pune 24275708 24275709