Case Study - Securities Sales Portal for Largest Private Sector Bank

Information about Case Study - Securities Sales Portal for Largest Private Sector Bank

Published on May 19, 2016

Author: Webmastersynergy

Source: authorstream.com

Content

slide 1: Client The customer is one of the largest private sector banks in India offering the entire spectrum of financial services to customer segments covering Large and Mid-Corporates MSME Agriculture and Retail Businesses. Case Study Industry: Finance Executive Summary The customer expanded their portfolio by adding securities and sales of their financial products. Envisaging the growth they added a wide variety of financial products in their offerings. In order to cater a large pool of clients they wanted an exclusive website to showcase their financial offerings. Synergy Technology Services having worked closely with a number of clients in BFSI domain was given the opportunity for developing a website for the customer. Solution The customer aimed at becoming a leading player in retail broking to aid them in their vision they required a website that would serve their business goals and ensure their clients reaped benefits. Developed a website consisting of admin panels and employee login features. Admin panel contains provision to add edit or delete products customer portfolio and norms. Website showcases their products and services. Developed branch locator to help their clients locate them easily and quickly. Modified the careers section to accommodate new openings and opportunities. © Synergy Technology Services. All rights reserved. All brand names and trademarks belong to their respective owners. For more information please contact infosts.in www.sts.in Challenges Time critical delivery. Business Impacts A comprehensive website to showcase their products and corporate use as well. Enabling innovative sale productivity and process efficiency.

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