FIINFRA needed to integrate a ready suite of Security and Collaboration Applications like email, video chat, Attachment capture and record, etc with their adviser portal to enable the Advisers to establish a high touch engagement with their customers. See how Mithi SkyConnect helps them.

1. Ffreedom(FIINFRA) Achieved
Better Productivity with Mithi
SkyConnect
Gaining Productivity & Accountability.
Lowering Operational Costs.
www.mithi.com

2. Abstract...
FIINFRA has created an application of
adviser portal & set of financial
planning tools that helps in delivering
superior financial advice.
Mithi SkyConnect Collaboration
Applications suite enables the
Advisors to establish a high touch
engagement with their customers.
It also enable Advisers to access
expert advice from within the
organisation to help with the financial
planning process.
www.mithi.com

3. About FIINFRA...
www.mithi.com
FIINFRA offers an integrated Platform-as-a-service teams to
BFSI clients of AMC, Life Insurance, General Insurance, NBFC,
online financial product companies.
It has customized its integrated PaaS offering AMCs on the
cloud, catering to the needs of their Mutual Fund Advisers and
Distributors.
And also includes Adviser portal, Customer portal, Service
portal, Sales team portal and a set of financial planning tools,
etc. for customers which can be accessed across all devices.

4. About SkyConnect...
www.mithi.com
Cloud-based email and
collaboration service (SaaS)
that integrate with Advisor
and Service portals for
authentication & access.
Offers a suite of
collaboration
applications such as
Email, Calendar,
Chat/IM, Audio/Video
chat
It is based on the
Connect Xf platform,
that powers the
collaboration
infrastructure

5. How it works…
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The IFAs have to register themselves on the Adviser Portal
to avail the services.
Once an IFA registers on the Portal, his email account is
automatically created on SkyConnect
The Portal & SkyConnect share same authentication data
on the central directory server.
The portal application and SkyConnect are tightly
integrated to achieve single sign-on.
A customized feature has been implemented that
automates file uploads for transaction data uploads from
external sources.
The transaction data is used to update client portfolios on
a daily basis.

6. Business benefits…
www.mithi.com
Better adviser
productivity -
Enables the IFA to
handle more
number of clients
Improved net customer
experience due to
Improved responsiveness
in serving the customer
requests.
Post-sales
automation -
upload
transactions
& portfolio
reports.
The system is secure,
easy to use and provides
multiple ways to engage
in a conversation
Saves a lot of
time and
money in
travel and
fixing up face
to face
meetings.

7. Key benefits…
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Directory, shared
contacts enables
Internal (experts) &
external collaboration
(customers).
Automatic Reports to
the internal staff on the
number of transactions
closed etc.
Automatic confirmations
and alerts to the
customers on occurrence
of specific events.
Customization services
from FIINFRA and Mithi to
adapt the solution to
specific needs of the
customer.
Built in automatic Archival
of all the mails and chat
transcripts for audit and
retrieval.
Ready to use Secure and
high performance mailing
platform with spam and
virus control built-in.
Connectors
available to
seamlessly co-exist
with other
proprietary
mailing systems.

8. Planned Future enhancements…
www.mithi.com
Ability to schedule Video
meetings.
Video conferencing, which
can connect the
agent/expert and the
customer together.
Creation of
distribution lists
for sending out
automatic alerts.
Recurring multiple
reminders to the users for
important events at set
intervals.
Persistent multi-user chat
for easy track-able
engagements with a client.

9. Image Credits…
• http://www.ffreedom.in/images/Logo_Golden-Practices.png
• http://hibyeun.files.wordpress.com/2010/03/short-story.jpg
• http://www.ffreedom.in/images/Logo_financial-Planner.png
• http://iwanttobeawriterblog.files.wordpress.com/2013/05/short-story-ideas.
jpg
• http://southeastinsure.com/wp-content/
uploads/2012/11/benefits_thumb3.gif
• http://www.lancaster.ac.uk/sci-tech/images/image_1335266741.jpg
www.mithi.com