Banking Solutions for NBFC or Banking service provider USA

Core Banking Solution is networking of branches, which enables ERP Kolkata customers to operate their accounts, and avail banking services from anywhere regardless of where they maintain their account. The customer is no more the customer of a particular branch.

ASSET / LIABILITY MANAGEMENT (ALM) (MONEY IN / OUT)

• Branch asset / Inventory Manager.
• Auto drive Routines.
• Calculate monthly / quarterly / biannually interest and report to customer / record system and sync with account.
• Daily and hourly DB backups and print backups.
• Treasury Manager.
• Cashier Desk and Assets (papers).
• Checkbook and Drafts Request processing System.
• Check Clearing tracker.
• Reports (Statements, Transaction Reports – Monthly, Weekly, Annually for Audits, Product Specific, Customer Specific).
• Notification Systems: SMS and Email for transactional, Broadcast, Individual Outbound alert.
• Grievance Manager for complaint and suggestion resolution.
• Customer Queue Scheduling.
• Recovery Manager for Loan, RDs and Bonds.
• Payments.
• Advance Searches: Check Defaulter, Check best payers for proposing new products.
• Recovery workforce Management: for assignments and accomplishments.
• Responsibility transfer and Security.
• Company Engagement.
• Policy and Rules Manager.
• Turnkey Money Market Project.

ACCOUNT OPENING

• Saving.
• RD.
• Bonds.

ACCOUNT TRANSACTION MANAGER

• Payment.
• Deposits.
• Workflow transfer notifier (e.g. Draft signing to Senior authority).
• Workflow person availability status and chat.
• Quick policy access.

LOANS MANAGEMENT

• Mortgage Loan.
• Vehicle Loan.
• Educational Loan.
• Micro Loans.
• Home Loan.

CUSTOMER RELATIONSHIP MANAGEMENT

• Member’s registration.
• Manage Customer assets.
• Customer Portfolio.
• Products.
• Transactions history.
• Balance Check.
• Cheque book and Debit Card Management.
• Requests.
• Complaints.

SALES FORCE

• Product Launcher.
• Sales workforce management.
• Campaign manager.

HISTORICAL DATA ACCESS

      And many more features.