Financial & Banking

Instatech Global has a portfolio and a methodology to discover and document key business processes with the goal of enabling simulation, optimization and visibility that lead to reduced cost and cycle times and enhanced customer experience.

– Identify manual touch points and eliminate or move low value activities to low cost locations.
– Identify KPI’s and link to business unit objectives
– Facilitate effective change management and identify opportunities for flexible decisioning.
– Facilitate technology and work optimization and consolidation. Identify common utilities and services.
– Manage variation and exceptions effectively.
– Manage risk through greater process visibility.
– Quick start process portfolio for key processes during Client Onboarding, Managed Account Servicing, Settlement & Clearing Exceptions

Unified Customer Experience & Single Customer View

Instatech solutions enable a unified branding across web and mobile for the entire product portfolio, understanding client assets and behavior as well as opportunities for new revenue realization.

– Unify the customer experience across business units and product lines leading to a strong branding
– Manage acquired product lines and services under a unified brand strategy
– Understand customer data and behavior, leverage Big Data analytics.

Financial Payment Gateways

Instatech solution enables end to end straight through processing and seamless integration to internal applications and external partners. Interactions are monitored through the entire lifecycle and exceptions are managed.

– Secure straight through processing between customers/partners and internal applications
– Exceptions are managed
– Provide visibility to transaction lifecycle and costs. Manage SLAs
– Manage heterogeneous infrastructure and eliminate redundancies.

Call center Solution for Financial Services

Solution focused on simplifying your call center operations with pre-built Business rules and Process Management assets. Built on top of SOA Framework and other industry best practices that automate your call centers, reduce breaks, improve customer service and optimize your costs

– Attract and retain customers with a superior personalized service experience
– Route calls based on rules and business process that makes sense for your business; Native support for ad-hoc processes.
– Improve employee productivity and reduced manual interventions
– Grow high-value services and analyze low value using analytics.

Financial Integration Solutions

Instatech has automation solutions and frameworks tailored for the banking industry, FACT and Patriot Act compliance and an event notification hub framework.

– Integrate banking services at all points of contact
– Unobtrusive and automated process for continuous monitoring of FACT and Patriot Act compliance
– Customizable event notification framework

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