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Corporate Overview of Winsoft Technologies

Corporate Overview of Winsoft Technologies. [Presenter Name] [Designation] 2009. Corporate Overview. Our Mission. Deliver excellent, creative and cost-effective solutions using the most appropriate technologies, enabling businesses to manage their customers effectively.

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Corporate Overview of Winsoft Technologies

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  1. Corporate Overview of Winsoft Technologies [Presenter Name] [Designation] 2009

  2. Corporate Overview www.winsoftech.com

  3. Our Mission Deliver excellent, creative and cost-effective solutions using the most appropriate technologies, enabling businesses to manage their customers effectively. www.winsoftech.com

  4. Introduction Software solutions for financial enterprises Strong Domain AND Strong Technology Long-term partnership with customers www.winsoftech.com

  5. What sets us apart? Pioneers • 500+ branches of SBI’s Cash Management Services built on U2U data-com solution (in 1996) • 1st DP IVR solution, unveiled by Mr. C B Bhave (SEBI Chairman) (1999) • 1st NSE + BSE internet trading platform, unveiled by Mrs. Deena Mehta (BSE President) (2000) Subject Experts • Exchange – Equities, F&O, DP • Non-Exchange - Mutual Funds, IPO, Bonds & structured products • Insurance – Life & General Stable & Reliable • 12+ years in the industry • Long term customer engagements (5+ years) • ‘Preferred’ IT partner for our customers Best Practice Leaders • Mature, feature-rich applications • Adopted by industry leaders • Streamline & optimize your business operations www.winsoftech.com

  6. Select List of Customers www.winsoftech.com

  7. Business Solutions www.winsoftech.com

  8. SmartCIMS - Client Data Management A browser based application to centrally manage your client account processing & maintenance Regulatory compliance • Enforcement of KYC and reporting norms (complies with SEBI, RBI) • Audit trail for verification Process improvements • Design is based on a 6-sigma study of account opening processes • Measurement & improvement in TAT (turn-around-time) Data Accuracy • Maker/Checker workflow to verify data • De-duplication logic Multiple Products & interfaces • Handles Equities, F&O, NSDL/CDSL, MF • Highly configurable • Provides for multiple customer types & categories • Comes with ready interfaces to NSDL DPM, CDSL CDAS, NSE/BSE, and popular back-office products • MIS, emails, form letters generation www.winsoftech.com

  9. DP Business – DeMATrix Suite Back-office, customer relationship & utilities for NSDL & CDSL DP’s Rich functionality • HO & branch operations, end to end workflow, inventory control, document tracking • All instructions supported • Flexible and user-defined billing integrated with financial accounting • Advanced, web-based user interface (single UI for CDSL & NSDL) Scalable & fast • Highly scalable (200 GB+ database size), 1 Lakh+ daily instructions, adopted by LARGE DP customers • Fastest billing module in the industry Highly integrated • NSDL DPM, CDSL CDAS, • Core banking (Finacle, OmniSetu, Kapity) • broker back-office (LD, SBOSS), E-broking (Religare), CRM (Oracle & Talisma) Excellent customer support • Regular software releases with prompt updates for NSDL/CDSL circulars Additional products – DP Emailer, DP-on-NET, Mobile interface, e-broking, Loan Against Shares & DigiSign www.winsoftech.com

  10. Mutual Fund Distribution SmartMutual Suite Comprehensive software solution for mutual fund distributors Front Office • SOX (Sarbanes-Oxley) compliant • Web-based sales/RM module with all Deal Slip actions and order generation activities • Prospect Risk Profiling module for right-selling of MF schemes Back Office • Folio updates & scheme mergers • TXN, NAV, brokerage import; income, IRR, redemption cost calculation, reconciliations, and brokerage pass-out • Industry’s best brokerage calculation with > 99% accuracy (separately available as SmartCalc) Reporting • Powerful reports – brokerage, MIS, AUM, Investor, Mobilization, TXN, plus many more Customer Service • Internet module – for customer service & online sales • MF-on-mobile, MF Alerts, payment gateway Leading industry players use SmartMutual. We bring their best practices to you! www.winsoftech.com

  11. Insurance Distribution SmartInsurance Comprehensive business automation for insurance brokers & distributors Functionality • Front-office, back-office, income tracking, CRM and reporting; complete work-flow solution. • Support for Life & General, individual & group/corporate policies • SOX (Sarbanes Oxley) compliant access control to the software Front-office • Manage cover notes, proposals and their conversion to policies • Manage payments – premiums, cash deposits • Implements full document control & document inventory management • Powerful, rich UI based on latest improvements in browser technology Back-office • Powerful income calculation for commissions, brokerage, NEP etc. • Reporting & data analytics (sales, income, TXN, renewal, claims, business, status and many more) • External interfaces & uploads, with support for multiple PIC (Parent Insurance Companies) Separate Customer Prospecting module Online (internet) sales activity module (customized integration with PIC premium calculators) Integrated with Winsoft SmartMutual www.winsoftech.com

  12. Mobile Financial Applications SmarTransact • Technology platform to build & roll-out mobile applications for financial industry • Active TXN (buy/sell), Passive TXN (inquiry) & 3rd party TXN (bill payments & money transfers) supported • Retail banking, MF, DP & insurance module interfaces • Supports all popular mobile phones (Nokia, Blackberry, Samsung, LG, Motorola, and many more) • Designed to easily interface with your legacy applications • Strong, layered security with passwords, IMEI number, and SMS/registration number handshakes www.winsoftech.com

  13. Why Winsoft? • Already trusted by reputed, brand-name financial enterprises • A long-term vision to support your growing IT needs, by offering integrated applications across your business functions • The responsiveness & flexibility of a small company; the stability and reliability akin to a large company! Congratulations! And great thanks to the (Winsoft) team for their excellent support. One of the few projects, which went live on schedule! Reputed Private Bank We as a client are happy with the services we have received from your organization… wish you & your team all the best! Indian subsidiary of a Singapore-based company www.winsoftech.com

  14. Winsoft Technologies India Pvt. Ltd. Mumbai2590991925919252 Pune2427570824275709 [Presenter] [email address]

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