Banking Industry

The next best thing sweeping the banking sector after e-banking thats even trying to emulate its predecessor is the Mobile (PDA) banking.

Banks can role out value added PDA based solutions to their premium customers for wealth management services, Personal banking, etc.

Not only the external customers benefit, PDAs help internal customers, executives and employees alike, in improving their operational efficiencies, access to critical right information at the right time, etc.

GoDB based banking solution provides the following functionalities to both internal and external customers :

Treasury Management:

• View Forex quotes on major currencies.
• View spot, swap forward trades open position at EOD, view forex exposures.
• Manage maturity profiles of list of securities, maturity and investment details by treasury manager to carve informed fund management strategies.
• Make custom defined filters, alerts.
• Connect Retrieve securities information from primary market database.

Portfolio Management :

• Investment summary, sector market wise fund allocation breakups.
• Maturity profile management.
• ROI valuations Portfolio performance against benchmarks.

Sales force Automation :

• Carry product catalog, capture policy details from institutional/retail customers, spot invoicing print outs, view sales target and periodical performance, insurance calculator utility to match customer's insurance need by Bancassurance Sales Force.

• Contact manage leads generated, capture customer details view sales target actual achieved, view current a/c process status by financial product sales force.

• View consolidated insurance sales report-region wise, fixing/revise sales targets, view performance report of sales team for a period by the Bancassurance Sales Manager.

• View lead conversion report, consolidated sales-region/team wise, fixing / revise sales targets, view sales team performance by Financial product Marketing Heads.

For further assistance to identify suitable GoDB based Banking Industry specific mobile solutions / Software partners to assist you in GoDB platform deployment, do get in touch with our presales consultants at solutions@godbtech.com