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Secured, flexible, and scalable banking solutions

The Challenge

Election Campaign
All banks require core banking systems with customer management capabilities to optimize business.
  • Banks benefit from seamless, end-to-end customer experience solutions
  • Businesses must generate opportunities to drive more engaging interactions with their customers
  • By centering customers at the core of their digital transformations and innovations, enterprises are able to capture their needs and gain personalized insights

Our Solution

Our solution provides a platform for managing seamless, consistent and engaging customer journeys across all touchpoints. This includes marketing features, clubbed with sales and service capabilities for customers.

Customer/Corporate 360

• Provides 360-degree customer information, including an at-a-glance summary of all related information • Branch staff and call center agents are not required to refer to various core applications to get up-to-date customer account details/transactions, resulting in a more efficient workflow.

Banking Services

  • Personalized home page features quick access links to all high priority tasks and calendar notifications.
  • Privacy settings are available to staff members banking with the organization to avoid peer access of confidential data.
  • A single Service Request/Complaint Logging module ensures that all customer requests can be initiated and resolved via one system, rather than requiring agents to work and coordinate with multiple systems to service every request.

Campaign Automation

  • Highly configurable Campaigning Module makes customization simple
  • Dynamic Campaign Scheduling with multi-channel and treatment
  • Campaign Automation Executive Dashboard



Mobility-field Agents

  • Easily accessed agent dashboards
  • Highly-visible agent prospects
  • Straightforward agent customer management
  • Lead/prospect management


Analytical Solution

  • Provides reliable and accurate analytical data
  • Helps organize dynamic campaigning
  • Audit and fraud analytics minimize losses
  • Management through dashboards and reports offers full insight


Sales Force Automation

  • Sell and cross-sell products across the customer database
  • End-to-end sales cycle for targeted customers

Product Benefits

One-stop platform meets all customer service needs Branch staff and call center agents are be required to refer to various core applications to get up-to-date customer account details/transactions.
Maker-Checker validation. Helps validate user data prior to processing requests
Alert notifications informs users when tasks are assigned. To keep end users informed about their assigned tasks, FinAlign system notifies users about pending tasks
End-to-end Integration with all core systems. FinAlign core system integration reduces the need for users to refer/ login to multiple applications to process requests
Escalation for tasks overshooting SLAs. To ensure customers are taken care of within the promised timeframe, FinAlign maintains SLAs and an escalation matrix in its master data
Validation of customer history. All customer account and transactions history is available in FinAlign on the customer 360˚, allowing users to provide efficient customer support or sales pitches
Increase sales and call center teams productivity and efficiency . Management has full insight of customer data 360 and new leads / opportunities and is better able to leverage this data for productivity
Increase in number of customers and leads. Multiple marketing campaigns are launched daily using target segmentation, continually adding new potential bank customers
Significant increase in issuance of loans and credit cards. Customers who are eligible for products like loans and credit cards are targeted by dynamic campaigns
Multiple Channels are now targeted:

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Let our industry leading technology help transform your business.