Nelito's - Tablet Banking - Doorstep Banking

Door Step Tab Banking Banking An Approach

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Door Step Tab Banking An Approach


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Notice to the Recipient of this Proposal

This Proposal contains confidential and proprietary information of Nelito Systems Ltd, and its release would

offer substantial benefit to competitors offering similar services. It includes descriptions of methodologies

and concepts derived through substantial research and development efforts undertaken by Nelito Systems

Limited. Therefore, the use or release of the information contained in this Proposal for purposes other than an

evaluation of its contents as a basis for contract award is prohibited, and it is the position of Nelito Systems

Limited that the materials herein are not considered subject to release under the Right to Information Act,

2005 if applicable.

All rights reserved. Information, Data and Images embodied in this Proposal are strictly confidential and are

supplied on the understanding that they will be held confidentially and not disclosed to third parties without

the prior written consent of Nelito Systems Limited. No part of this proposal may be reproduced, transmitted,

stored, nor translated into any human or computer language, in any form or by any means, electronic,

mechanical, optical, chemical, manual, or without the prior written permission of Nelito Systems Limited,

except with respect to copies made or transmitted internally by you for the purpose of evaluating this

proposal. All copies of this proposal (or any portion hereof) and any accompanying electronic copies should

be returned to Nelito Systems Limited or, at Nelito Systems Limited option, destroyed at the end of the

proposal evaluation period if Nelito Systems Limited is not selected

Neither submission by Nelito Systems Limited nor your acceptance of this proposal, in whole or in part,

constitutes acceptance by Nelito Systems Limited of any contractual terms contained in your Request for

Proposal, if any, and shall not form a binding agreement between the parties. Such an agreement shall only

exist upon the execution of a mutually acceptable contract by both parties. Except as otherwise set forth in

such a contract, Nelito Systems Limited makes no representations or warranties to you.

The term "Nelito" appearing elsewhere in this proposal may refer to Nelito Systems Limited., or to one or

more of its affiliates (which expression shall unless it be repugnant to the content or meaning thereof mean

and include its successors and assigns). However, this proposal is being submitted only by Nelito Systems

Limited., which is solely responsible for its contents, and Nelito Systems Limited., shall be the contracting

entity if its proposal is selected.

Nelito Systems Limited


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Contact Information

Contact Person Rajesh Kumar

Contact Address 28/2, Spencers Castle, Spencers Road, Frazer Town

Bangalore -560005

Website: www.nelito.com

Email [email protected]

Phone/Fax +91 80 41131670

Mobile +91 9590960806


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Table of Contents

1. Introduction ......................................................................................................................................... 5

2. Business Drivers ................................................................................................................................... 5

3. FinCraft Tab Banking the solution ................................................................................................... 5

4. Salient Features ................................................................................................................................... 6

5. Benefits of implementing Nelitos FinCraft Door Step Banking (Tab Banking) Solution ................ 7

6. How it works ........................................................................................................................................ 7


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1. Introduction

In todays competitive environment, small, medium and large Banks are facing primarily three common

business challenges, viz.

i. Acquiring new customers with a cost-effective process (e.g. CASA & Loan Accounts)

ii. Selling new products & services to existing customers. (e.g. Insurance, MFs etc.)

iii. Servicing existing customers in a better way. (e.g. Doorstep Banking)

Nelito Systems Limited a Core Banking Software Solution company is pleased to bring an attractive business

solution to above challenges. The business approach is supported through Unified Technology Approach

integrated to your Existing Core Banking System.

The technology approach support following business areas:

i. Simplified account opening at the branches with physical-KYC document management and e-KYC

through National ID with regulatory compliance

i. Door Step Banking / Tab Banking for your selling agents or marketing officers in the field for account

opening with support for physical KYC document management and e-KYC.

ii. Door Step Banking / Tab Banking with financial transaction support in the field.

The entire business approach is supported by Unified Technology Solution Platform available to banks or

financial institutions. The Solution is available as In-Premise Data Centre or as a SaaS model through

hosted infrastructure.

2. Business Drivers

Speeding up the account opening process

Reducing the hassles of the KYC process

Enabler for financial inclusion

Facilitates efficient implementation of anti -money laundering policies

We are pleased to bring you this document so as to help banks understand the Nelito offering on Door Step

Banking or Tab Banking.

3. FinCraft Tab Banking the solution

FinCraft Tab Banking, supported by Unified Technology Solution Platform, helps Banks and Financial

Institutions in addressing the needs of faster/quicker customer service. FinCraft Tab Banking solution helps


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Banks and Financial Institutions in enhancing the customer experience by taking the services to the customer

door step.

FinCraft Tab Banking gives a potential customer the convenience of opening his/her bank account at

his/her home or office. The banks executive can fill account opening details, using a tablet equipped with

mobile connectivity, click the picture of the customer and take the relevant Physical KYC (Know Your

Customer) documents or connect to National ID network and get e-KYC compliance thereby doing away with

the need for the customer to visit a branch. FinCraft Tab Banking enables opening of account within a day

and eliminated rework due to data entry and documentation errors. FinCraft Tab banking enables the bank

officers to capture customer details, documents in front of the customer and synchronize the records to the

CBS over a 3G mobile network

FinCraft Tab banking can improve the efficiency and productivity of the sales staff by enabling them to

manage sales activities such as lead management, event management, calendar management, task

management, cross-sell and supervisory review. It also helps in significantly enhancing the efficiency of client

acquisition and servicing processes for relevant business groups.

4. Salient Features


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5. Benefits of implementing Nelitos FinCraft Door Step Banking (Tab Banking)

Solution

Move towards e-Account Opening or e-Transactions step towards Door Step Banking enabling

quicker Customer Service Instant Account Opening and Instant activation

o Adherence & Compliance to Regulatory requirements of KYC through e-KYC or National ID integration

o Electronic document management leading to less and longer duration of storage

o Eliminate lengthy paper work

o Facilitates quicker transactions

o Savings on Paper cost

o Increase business efficiency

o Enhance Customer satisfaction

6. How it works

FinCraft Tab Banking solution can be implemented as In-Premise Data Centre or as a SaaS model

through hosted infrastructure. There is a middleware with intelligence built in that will interface with the

existing Core Banking System of the Bank. Tab Apps are installed on Tablets, Android Phones etc. which will

enable Sales Officers/Agents/BCs to effect a transaction. A simple deployment model is depicted here below

for your perusal.

We will be pleased to showcase a demo of our FinCraft Tab Banking Solution to your business and IT

team, at your convenience.


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Nelito's - Tablet Banking - Doorstep Banking

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