This document discusses FinnSys 360, a digital partner that provides training and client onboarding, communication, servicing, and data management structures. It outlines features for website and app business management, sub-login access, and pricing details. Customer support is available through FinnSys Academy's online calendar, phone, email, chat, and by contacting listed sales representatives.

1. FinnSys 360
You perfect Digital partner

2. Our Training
Academy –
FinnSys
Academy
Armfintech.com

5. Today’s Topic
Go DIGITAL – with the help of FinnSys

6. Client On- Boarding Structure
Client
Registration
or Interaction
KYC &
FATCA
Physical On your App
Trading A/c
Physical On ur App
D Mat
????
Risk Profiling
& Asset
Allocation
Physical On Your App

7. Client
communication
structure
• Send Educative communication
• Send Transaction Based Communication
• Send Alert Based Communication
• Send Event based communication
• Send General greetings
Outbound ( Individual or Masses)
• Phone calls
• E Mails
• Social Media
• Web forms
• Chats
Inbound

8. Client
Servicing
Structure
• Welcome call on Registration, trading Acc, KYC, Risk
Profile
• Transaction link
• Risk Evaluation session
Outbound
• Portfolio enquiry, Statement enquiry, taxation Sheet, SIP
details, SWP status etc
• Investment requirements
Inbound
• Web
• http
• https
• Mobile
• Own store
• Common Store
Interface

9. Data Management ( Clients &
Transactions)
• Import
• from RTA
• from your principal MF broker
• Import from your principal Stock-Broker
• Import from your principal PMS manager
• Manual Entry in your database
• MF, Stocks, FDs, Gold etc ( Adding Insurance after the lock down)
• Auto upload
• Only MF data from RTA

10. Business Management
On web
Your website
On App
Your app named ‘finnboard’

11. Business management
structure
• Total AUM, Sales, SIP , STP, etc
• Total Brokerage at each level ( currently unavailable)
• Mapping & remapping assets to RM, Sub Brokers etc

12. Sub login
• For all RM, agents etc

13. Our pricing ?
• Domain , Hosting, Webdesign, Fundconnect App, SSL, FinnSys Software
• NSE/BSE Onbaording with transaction API, Admin App Basic
• VKYC API and KYC check API
• Insta Redemption feature
• Auto Upload feature
• Store management – Android & IOS
• VPS
• Admin App -Pro

14. FinnSys
Acdemy &
Support
Calendar at armfintech.com
Call at 90-1521-1521 ( extension 10 to
15)
E Mail : admin@armfintech.com
Chat : https://armfintech.com

15. Sales Enquiry
“Thank you”
74-979-18475 : Jinu James
84-2975-7777 : Hardeep
Singh