Pioneer Financial provides IT services for the banking and financial services industry, celebrating 23 years in business. It offers resource augmentation and training, consulting services for risk management, anti-money laundering, and cloud banking for small retail banks. Pioneer Financial also provides custom software solutions, technology consulting, and product specialization in areas like core banking, treasury management, and risk management software. It has products for CRM, document management, HR management, mobility, and integration services.

1. Pioneer Financial
IT in Banking, celebrating 23 years

2. Our offering, IT in BFSI
• Resource Augmentation & Training
• Cloud banking for small retail banks
• Consulting Risk Management & AML (Market & Credit &
Ops Risk)
• Custom solution, Solution architecting, Technology
consulting, Production support
• Visual data analytics
• Product specialization in core banking, treasury and risk
(Flexcube, Kondor, Calypso, Murex, OFSAA)
• Products: CRM, DMS, HRMS, Mobility and Integrator

3. Our offering
Pioneer Financial
IT in banking
Resourcing Consulting
Products
CBS, Integrator
Training Projects CRM, HRMS,DMS

4. Resourcing-Consulting-Projects-Product
Resourcing, Consulting & Training
Project
Product

5. HRMSDMS
Core Banking
Retail
CASA
Deposit
Loan
GL & Branch
CRM
Products and Solution
GL/Accounts
I
N
T
E
G
R
A
T
I
O
N
A
N
A
L
Y
T
I
C
S
Mobility
Solution
Fund Transfer
Banking
&
Utility

6. CRM, web based
Features / modules
• Dashboard
• Opportunities
• Contacts
• Organizations
• Leads
• Documents
• Calendar
• Emails
• Tickets
• Products
• FAQ
• Vendors

7. CRM
• Price Books
• Quotes
• Purchase Order
• Sales Order
• Invoice
• RSS feed
• Reports
• Campaigns
• Mail Manager
• Service Contracts
• Services

8. CRM
• Assets
• Email Templates
• Google Apps and doc link
• Comments
• Project Milestones
• Project Tasks
• Projects
• SMSNotifier
• Webworms

9. Core banking, retail
Customers
Financial Products
Interfaces
Reports
• Comprehensive Customer Maintenance
• Complete 360 degrees Record View
• Photo and Signature Upload in Simple Steps
• Consumer Accounts Handling for Current and Savings
• Deposits – Time, Fixed and Recurring Handled with ease
• Different types of Loans and their products supported
• Detailed level transactions and Voucher Posting Supported
• Interfaces to ATM and Switches at Various levels
• Interface to SWIFT Network
• Interface to Central Clearing and RTGS
• Interface to Mobile, Net banking (Separate Licenses)
• All Mandatory Daily Reports Generated at End of Day
• EoM and EoY Reports as per the need and norms
• Balance Sheet and Trial Balance Generation at single click
• Loan and Demand Reports and Flexibility of Reports as per need

10. Architecture

11. Modules, Retail bank
Loans
GL & Branch
FD & RD
CASA
Core Modules

12. Mobility solution
Fund xfer, Utility and Banking
Banks
Mobile Banking
Fund transfer
Bill Payment
Insurance Companies
Policy Premium Payments
Lead Management and Lead Tracking
Information on available products
Policy Premium calculation

13. HRMS (Human Resources management)
• Web based application
• Open source
• Organization hierarchy
• Time Management
• Performance management
• Leave Management
• Payroll

14. Document Management
• Open source/ web based
• Check-in & Check-out
• Notes on Documents
• Send as E-mail or Download Ticket
• Internal Messaging System
• Integrated contacts address book
• Document Rating
• Events Subscription
• RSS Feeds on Folders and Documents
• Professional Workflow
• Events Calendar

15. DMS
• Web-based Document Management System
• Full-text search across document content and metadata
• Extensible metadata model, Preview of documents
• Standards-based API (CMIS) simplifies building custom front-ends
• Import from compressed .ZIP archives
• Document versioning, document version control
• Tagging on documents with 3D Tag Cloud
• Document Repository Statistics, Complete Document History with metadata comparison
• Mobile support ( iPad, iPhone, Android), Bookmarks on documents & Notes on documents
• WebDAV interface, Multi-Language Support
• Drop Spot (Drag & Drop from your desktop) , Multi Workspace, PDF Creation
• OCR - Optical Character Recognition
• Online Editing Digital Signature Barcode Recognition & Retention Policies

16. 16
Integration
ACTING AS A CHANNEL INTEGRATOR
BRANCH ATM WEB CRM MOBILE
CORE
BANKING
CREDIT CARD LOANS TREASURY INSURANCE
BUSINESS SERVICES INTEGRATION SERVICE
SYSTEM WIDE
CONNECTIONS
NO MESH IN THE
SYSTEM
NEW SERVICE = NO
CODING
MAINTENANCE EASY

17. 17
IntegratorPROVIDES 360⁰ VIEW OF CUSTOMER
CORE
BANKING
CREDIT CARD LOANS TREASURY INSURANCE
BUSINESS SERVICES INTEGRATION SERVICE DATA COLLECTED FROM
MULTIPLE SOURCES
WORKFLOWS COLLATE DATA
WITHIN A SINGLE CIF
CHANNELS GET UNIFIED VIEW
OF DATA
REAL TIME UPDATE OF
CUSTOMER DATA
CUSTOMERS PRESENTED WITH
INFORMATION STORED IN
VARIOUS SYSTEMS AT ONE PLACE

18. 18
Integrator
SUPPORTED SERVICES FOR CRM
CORE BANKING CREDIT CARD LOANS
CREATE CUSTOMER
VIEW CUSTOMER LIST
SINGLE CUSTOMER VIEW
CREATE ACCOUNT
VIEW ACCOUNT LIST
SINGLE ACCOUNT VIEW
OTHERS
ACCOUNT INFORMATION
VIEW UNBILLED TRANSACTIONS
VIEW STATEMENT
CREDIT CARD ATM PIN
REGISTER NEW CARD
CREDIT CARD PAYMENT
CREATE CUSTOMER
VIEW LIST OF CUSTOMER
SINGLE CUSTOMER VIEW
CREATE LOAN ACCOUNT
VIEW ACCOUNT LIST
SINGLE ACCOUNT VIEW
LOCATE OFFERS
LOCATE BRANCHES
LOCATE ATMS
FEEDBACK
CONTACT

19. Financial Accounting
• Double-Entry Accounting
• Stock/Bond/Mutual Fund Accounts
• Small-Business Accounting
• Reports, Graphs
• QIF/OFX/HBCI Import, Transaction Matching
• Scheduled Transactions
• Financial Calculations

20. Feature
Checkbook-Style Register
The checkbook-style register provides a custom, convenient and familiar interface to entering
financial transactions.
The register supports common checking and credit-card transactions, as well as income, stock and
currency transactions. The following features are also provided:
The ability to enter split transactions
The ability to mark a transaction as cleared or reconciled
Auto fill of entered transactions
The ability to display multiple accounts in a single register window
A summary bar that displays all of the relevant account's balance information
Many options to customize the appearance and the display style

21. Feature
• Reports, Graphs
• has an integrated module to display graphs of your financial data in the form of:
• Bar charts
• Pie charts
• Scatter plots
• Also comes complete with a full suite of standard and customizable reports, such as:
• Balance Sheet
• Profit & Loss
• Portfolio Valuation
• and many others.
• Graphs and reports can be highly and easily customized in appearance and contents, in order to
fulfil every user's need.

22. Visual Analytics, BI
Based on our long business and technology knowledge and experience, we can help you
with cost effective business intelligence solution
• Ready Framework for Treasury, Capital Markets and Retail banking
• Open source technology, Pentaho, Jasper
• High end visual Analytics using , Tableau, Qlik view…
• Ready data models, data cubes –dimension
• Easy to design new reports and dashboard
• We can assist in creating a data mart for specific business unit
• Our experience in ETL tools are Informatica,Ab initio, Pentaho, Microsoft
• We can provide training for users in the above areas.

23. Resourcing focus
Java, J2EE Pl/SQL &
Database
ETL, DWH and
BI, SMAC, Big
data
IT Infra Products Domain
Developer Oracle, MS SQL,
DB2
Developer DBA Flexcube, Finacle Core banking &
Treasury
Senior developer Developer Team & Tech Lead Operating system,
developer admin
Murex, Calypso,
Kondor
Risk, AML,
Payments
Team & Tech Lead Team & Tech Lead Project Manager Networking
Engineer
SaS, OFSAA Business Analyst
Project Manager Project Manager Solution design &
Architect
Help desk and L1
Production
Pentaho,Abinitio,
Informatica,
Datastage
Functional Testing
Solution design &
Architect
Solution design &
Architect
Testing Web and App
support
Teradata, Subject matter
expert
Testing Testing Data Modeling Cloud, Security
Mobility
Tableau, Cognos,
OBIEE, Micro
strategy
Project Manager,
implementation

24. Specialized training in BFSI
Risk Management Market Credit Operation Basel
Treasury & Capital
markets
Front Mid Back Asset classes
Core banking Core modules CASA Deposit Loans
Business Intelligence Visual ETL Mart & DWH OLAP
Business Analyst Role BRD/FSD Testing Training/SME

25. Pioneer Financial
•Important client and partner
• Polaris FT, Intellect, HDFC Bank, Syntel, Mindtree,
IBM, Collabera, Quinnox..........
•Celebrating 23 years, Thank You