Hinduja Interactive – BFSI SectorFeb 26, 2010

BFSI - Areas of work

• Joint goal setting exercises for the website/ microsite/ specific

sections of the website

• User journeys/ flows

• Defining content strategy

• Conceptualizing campaigns with set measurable goals

• Enterprise applications in the areas of

– CRM

– Document Management

– Intranets

– SFA

A few of our BFSI clients…

• HDFC Bank

• HSBC India

• IndusInd Bank

• IDBI Bank

• Yes Bank

• Tata AIG

• Hinduja Bank

• Motilal Oswal

• Moksha Yug Access

HDFC Bank

• Complete planning & execution of Meritus Scolarship

– Online real time tests

– IVR integration

– Mechanism for round II & round III conducted in branches & ofline

respectively

• RD/FD Calculator

• Product Comparison Tool

• Security Week microsite (Intranet)

HDFC Bank - Meritus Scholarship Program 2009 Online Application

HSBC

• Website strategy & consulting which helped increase in Internet Banking registrations and lead generation

• Restructuring of major sections on the website

– Financial Planning

– Investments

– Insurance

– Internet & Self service Banking

• Online Marketing Campaigns

• Newsletters

• Internal events & workshops

• Various CSR initiatives

– Global Climate Partnership

– Customer involvement & education

• Interactive flash based tools for Financial planners to help customers in planning for their financial needs

Personal Financial Review Tool

Life Calendar Tool

Retail Investment System

Tata AIG Life

• Online Marketing Campaigns

• Newsletters

• Internal events & workshops

• Internal HR campaigns

• Microsite Development

• AssureMyDreams.com microsite

– Financial planning for women

– Financial calculator

– Lead capture mechanism

• Current projects

– Website for Tata AIG life

– Intranet for Tata AIG

Assure My Dreams

Tata AIG General

• CRM tool (call center)

– Web based campaign for Tata AIG call center

– Extensive product information with search facility

– Premium calculators

– Facility to load prospect databases

– Lead generation & appointment scheduling

– Integration with dialer

IndusInd Bank

• Complete website

• Lead generation (in partnership with rediff.com)

• Content Management System for specific sections

• End to end execution of Offers

– Concepts

– Banner design

– HTML

• Various financial tools including EMI calculators

• CSR Microsite

IDBI Bank

• Created a MIS software for its SASF fund (Rs.9000 crores fund)

• Provides real time status on funds

• Captures best practices in negotiations & settlement with debtors

• Detailed profile of each debtor with repayment history

• Repayment schedule with reminder facility

• Report builder functionality

– Generates reports for particular set of debtors

– Generates report for collection during a particular time frame

– Generates reports on team performance (GM wise)

Yes Bank

• Website Maintenance

• Plan for promoting NRI banking

• Plan for homepage revamp for better lead generation

Amas Bank

• Investment Banking Sales Force Automation (SFA) Application

– Seven staged sales cycle

– 5 level hierarchy

– Roles & rights can be applied to hierarchies & geographies

– Complete knowledge management integration

• Discussion Forum

• Document Management

• Project Management

• Team Collaboration

• Multilingual Website

• Annual Report designs

Motilal Oswal

• Outbound Campaign Management (online)

– Comprehensive database management facility

– Campaign wise performance

– Agent wise performance

– 10 options for lead disposition with analysis

– Intelligent churning of database

– Relevant reports accessible to specific departments

• Advisory services

– A qualitative web based CRM

– Customer rating provision

– Mapping of investors’ mindsets

– Intelligent queuing for ‘trading calls’

Moksha Yug Access

• Website

• Content

• Search Engine Optimization

• Collaboration Application

– Document Management/ News/ Information Sharing

– Roles & Rights can be set on folders/ user categories

– New folders/ user categories can be aded

– Admin can manage users & documents

– Users can register, view/upload files (after validation)

• Microfinance Loan Management Application

– Multilingual

– Generates loan repayment schedule

– Made to work on wireless internet data cards (dial up)

Thank You