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BPO & Knowledge Services
 Document & Transaction Processing  Back-Office
 Research & Analytics  Legal Process Support


Horizontals
Accounting & Tax
Investment / Fund Services
Securities, Capital & Commodities
Lending
Transaction Processing
  1. Data input
  2. Account Administration
  3. Payables/ receivables
  4. Accounting
  5. Account consolidation
  6. Account balancing
  7. Accounting statements
  8. Day-end Balancing
  1. Suspend/un-suspend policies
  2. Account openings/ amendments
  3. Statement generation
  4. Payment processing
  5. Leads management
  6. Underwriting
  7. Advice generation
  1. Clearing/ settlement management
  2. Red hearing prospectus processing.
  1. Application processing
  2. Cheque processing
  3. Account openings/ amendments & audit checks
  4. Interest Accruals
  5. Notifications
  6. Loan Adjustments and Transfers
Content Management
  1. Budgeting/MIS
  2. Preparing an audit history
  3. Straight Through Processing
  4. Litigation Management
  1. MIS
  2. Fact Sheets
  3. Regulatory reporting
  4. Straight Through Processing
  5. Litigation Management
  1. Straight Through Processing
  2. Business Continuity
  3. Litigation Management
  1. MIS
  2. Fact Sheets
  3. Regulatory reporting
  4. Record keeping
  5. Limit Monitoring
  6. Straight Through Processing
  7. Litigation Management
Digitisation
  1. Old records
  2. Hand written / typed records
  1. Payment Receipts/ forms/ cheques
  1. Warehouse Receipts
  2. Old records
  1. Payment Receipts/ forms/ cheques
Knowledge Services/ Consultancy
  1. Research & reconciliation
  2. Tax Return Audit services
  3. Account Auditing
  1. Financial Research
  2. Market Research
  3. Risk Management
  4. Modelling
  5. Information Management
  6. Corporate Analytics
  1. Financial Research
  2. Market Research
  3. Risk Management
  4. Modelling
  5. Information Management
  6. Corporate Analytics
  7. Monitoring of exchange
  1. Credit Risk Management
  2. Market Research
  3. Risk Management
  4. Modelling
  5. Information Management
  6. Corporate Analytics
  7. Individual risk analysis
CRM
  
  1. Correspondence management
  2. Queries
  3. Information Management (Fact Sheets)
  4. Customer e-mail management
  1. Fraud reporting
  2. Information (Financial Reports of listed companies) management.
  1. Correspondence management
  2. Address changes
  3. Information Management (Fact Sheets)
  4. Customer e-mail management




    Copyright 2006, Planman Technologies, IIPM, Arindam Chaudhari's Initiative