Our team led by a CIO 100 award-recipient IT and Infosec veteran and a Lean 6 Sigma Black Belt, provides the following IT, Information Security (InfoSec) and Process Consulting services cost-effectively for BFSI firms. 

1) IT Transformation - Business Process Reengineering (BPR), Business Process Automation, Design & Development of Business Systems & Mobile App, Business Analytics, System Testing, Cloud Hosting etc. We improve, automate, deploy, enhance adoption and generate insight through Business Intelligence for you to optimize your processes. 

2) IT, Operations and InfoSec Advisory - IT / InfoSec Policy, Cyber Security Framework Assessment, ISO 27001 Implementation, AI/ IT Strategy, IT and ISMS Audit, BCP, DR Planning & Testing, RFP/Contracts/Project Management, Architecture Review, IT Governance Assessment, Cloud Migration, Lean Six Sigma Projects etc.

We do the above better, faster and cheaper than most of our competitors with similar credentials. A brief and simple write-up on common use cases of our services, is available here for your kind perusal. A short discussion with us on your chronic pain points in the area of IT or Operations, would reveal how we can resolve them jointly. Our customized multi-disciplinary services maximize benefits/savings/profits for you while minimizing your risks.

In addition to these services, we provide our secure Digital Transformation platform CASHBox Pro so as to enable your team to do business anywhere, anytime using any smart device. CASHBox Pro™ is a Secure Analytics-rich Fast Enterprise-class (SAFE), multi-lingual, multi-currency, mobile -ready Digital Transformation Platform to manage workforce, work and workplace of SMEs. 

It is an integrated framework that uses AI, Machine Learning, NLP & chatbot, IOT /Big Data, Lean, Design Thinking, Human Sigma, Predictive Analytics, Process Mining, Balanced Score Card, Positive Psychology & global best practices, and the same proven open-source technologies used by giants such as UN, BMW, Nokia, Bloomberg, Goldman Sachs etc.

It already boasts of multiple large enterprise-class applications like
1) CB-ONE - Integrated ERP System covering Sales, Purchase, Inventory, Billing, Transportation, Workplace/ Property, Help Desk, HR and many more
2) CBHCM - Human Capital Management System
3) CB-iService - Supply Chain Management with built-in Service Management System
4) CBCRM - Customer Relationship Management System

Some salient features of CASHBox Pro that can be very beneficial to BFSI organizations:

Chatbot: 

With 85% of workforce not adequately engaged, it is important to use technologies that motivate, enable and empower users. Regulated organizations such as banks and insurance firms use mature processes that warrant checks and controls in multiple steps, which create a relatively heavy burden on users. Chatbots can assist users in conducting a variety of tasks in a conversational, personalized and secure manner. From summarizing time-scaled feedback on individual task performance across modules and providing encouragement using positive psychology techniques, offering assistance in menu navigation, registering support issues, facilitating status enquiries in diverse areas such as sales, purchase, inventory, billing, payment, recruitment, payroll etc to recommending trainings, reminding on the pending tasks/checklists, speeding up policy acknowledgements/training completion/workflow approvals/document submissions to de-stressing users with a light joke - our chatbot can do a lot so as to keep users engaged, enabled and empowered thereby maximizing productivity and in turn profitability.

Business Intelligence with descriptive, diagnostic and predictive analytics:

BFSI firms offer loans, investment, payment services that produce volumes of data. We offer a secure customized portal and mobile interfaces that provide charts, lists, reports, statistical analytics, diagnostic analytics like date-charts, multi-dimensional analysis, top n growth and distribution and cumulative and trend analytics. This is useful for all functional areas such as sales, collection, support, projects, HR and spending analytics. 

Agent Portal:

BFSI firms engage numerous Business Associates and Agents to expand their business. Most of these agents create heavy workload on the regular talent pool. The work of these agents is not always systematically managed as these are manually done. Our Agent portal can streamline their prospect onboarding, client conversions, client interactions, insurance claim management, agent commission payment etc with strictly enforced role-based access. Agents will access and update interactions with their clients only which will help these firms to automatically track their effort.

Functional Coverage:

BFSI firms like banks use core banking, card system, lending system, treasury, and risk systems for doing banking and trading transactions. We can cover all other business processes under our application which can be self-hosted or cloud-deployed based on the organizayional preference.

Service Management:

Our Service Management portal provides a state-of-the-art ticketing system with categorization, prioritization, SLA, auto-alerts, knowledge-base and analytics. It allows

Automatic assignment based on predefined role, leave status and workload rules to minimize human effort,

Automatic balancing of workload using item category, constrained optimization, talent availability and role-suitability,

Automatic generation of ticket-number based on source system, date and sequence number for easy reference,

Extensive defaulting to minimize user effort and time and maximize user convenience,

Automatic calculation of due date based on the agreed SLA plan,

Automatic notification to user and agent on ticket registration through mail and application alerts, and

Automatic priority elevation based on predefined settings

Rapid Customization:

We have a proven scalable framework that can be extended on mobile with a rapid development and deployment approach. We can deliver a complex sub-module with approximately 10 screens with CRUD features and 5 reports from Business Analysis to design, development, testing, and deployment in flat 10 working days using our custom framework. With this, time-to-market shrinks, cost reduces, productivity improves.

There are many other areas where we can help you with our services and custom enterprise application framework CASHBox Pro. Contact us here  to know more.