One of the most trusted brands in mutual fund domain needed a solution to eradicate their manual process of broker incentive mapping and approval. IMS provides faster approval mechanism, zero paper work, on the spot information availability, better document management mechanism and above all a structured approval hierarchy.
Business development team captures details of brokers, schemes, period, upfront & trail fee rates accordingly an email gets triggered to the operations team for verification, understanding & clarity on these structures/tie-ups. Once operations team reviews this entry necessary approvals from Business Development Team, Sales Team, Finance Team, Operations Team, COO are taken from the system.
Unique options like Diary, Thread and Chat management allows robust communication flow and document management.
Auto triggering of requisite emails and SMS at critical trigger points can be defined by the administrator to provide failsafe alerts. An option to refer the structure/tie-up to CAMS and Karvy is also available.
IMS is a thin client based solution used by 1000+ users across various locations and is developed using latest Microsoft technologies like ASP.Net 4.0, MVC, WCF, SQL Server 2008 R2, AJAX, JQuery, SSRS and SSIS.