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Banking

Projects Completed

Banking Projects

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    Infosistema implements Auto Insurance Sales Process integrating Banking and Insurance

    Following on from previous projects developed by Infosistema with Outsystems technology, an Insurance Company requested Infosistema to develop a solution that would integrate with the services of a Bank and allow the entire process of selling auto insurance, from simulation to formalization. A simulator that goes until the actual sale, thus allowing the customers to opt for the most convenient and best solution and have it right away.


    Case Study: Infosistema implements Auto Insurance Sales Process integrating Banking and Insurance


     

    Major Impact on: Costumers
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    Internet Banking

    Creation and maintenance of online sites for dissemination of products and brands, with use of content managers for an efficient publication. Promoting the importance of ergonomics and usability, allowing customers and non-customers to find what they are looking for quickly and easily, maintaining a strong graphical consistency with transactional websites.

    Major Impact on: Customers
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    Corporate Programms Management System

    The management system for corporate programms diminishes time for generating standard clauses per protocol type, for approval flows and signature. It also enables indexed search for conditions and protocols, as well as by customers and document printouts. That allows branches to quickly identify situations.

    Major Impact on: Backoffice
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    Project Management Office (PMO)

    The construction and operational support in Project Management Offices, with resorting on PMP features is based on the application of agile methodologies (Lean, 6Sigma ITIL, SCRUM, Agile Development), in order to improve effectiveness, efficiency and performance of processes and teams. Corrective maintenance teams with defined SLAs and SOX rules and Quality are also provided.

    Major Impact on: Sales and Marketing
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    Mortgage loan/Evaluations (extranet)

    The web transactional platforms related to operations linked to a banking mainframe or middleware, enables home banking to every customer. Thanks to Interfaces with different internal systems is possible to realize remotely any operation in a fast and safe way. The implementation of this solutions leads to cost reduction in branches and creates another selling chanel.

    Major Impact on: Backoffice
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    WorkFlow and Document Management

    The workflow of document management allows the dematerialization of business processes, leading to cost reduction and immediate gains in speed and uniformization of processes due to processes systematization, repeatability, descentralization and faster information search. The audits are simpler, thanks to increased security and backups.

    Major Impact on: Operations
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    Financial Connectors

    The Interface for connection to Bloomberg or Reuters financial information, has capacity of controlling cache of multiple levels and formats, including distributed systems in load-balancing or fams. This allows requests minimization (cost reduction) and maximizing response times for customers.

    Major Impact on: Operations
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    Online Banking for Business

    Infosistema develops Transactional web platforms for business customers. Our solutions enable the definition of social pacts with profiles and signing groups with fully configurable operations. It also allows importing files, batch transactions, signatures on receipt, Confirming and Factoring operations. The implementation of this solution leads to cost reduction in branches, and creates another sales channel.

    Major Impact on: Operations
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    Application Security

    The continuos offensive security systems for protection of transactional sites, allows the control of unwanted changes, thanks to an alert system (including SMS/email) and zero-day preventive analisys. This solution integrates with other security and monitoring systems, complementing them and maximizing results its by reducing fraud.

    Major Impact on: Operations
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    Management and Customer Acquisition

    The programm for creating and renewal of customer’s portfolio organizes prospects  by engagement areas and provides a register of manager’s commercial agendas. Those features allow planning commercial action with hierarchical reports grouped by organic units, in order to improve the  sales process.

    Major Impact on: Customers
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    Business Simulators

    The Online simulators for different target groups and products,  allow clients and non-clients to dynamically simulate loan conditions depending on diverse factors. This solution is mainly used for marketing, customer acquisition and reducing costs.

    Major Impact on: Sales and Marketing
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    Online Banking: Personal

    The transactional web platforms for operations are supported by a banking  middleware or mainframe, enabling customers to acess the bank services at home (home banking). Thanks to interfaces with different internal systems, any operation can be performed remotely, securely and quickly. The implementation of these solutions lead to cost reductions and provides another sales channel.

    Major Impact on: Operations
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    Derivatives

    The implementation and maintenance of Back Office solutions within Derivative operations encompass both the integration between Back Office and Front Office systems. For example, the validation process by the Back Office and sending information and documentation for clients.

    Additional technical keywords: PL/SQL, C++, TIBCO BW

    Major Impact on: Costumers
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    Business Continuity Management (BCM)

    In response to the Bank of Portugal recommendations (circular letter no. 75/2010/DSB), a Business Continuity and Disaster Recovery Plan was developed for the Banking customers. The best practices of the Business Continuity Institute (BCI), including the Business Impact Analysis were taken into account.

    Major Impact on: Customers
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    Commercial Paper

    The implementation of an execution Module for all commercial paper operations enables the creation and management of programs, debt issuance, registration of fees, generating alerts to the Middle Office and account managers, but also generating and sending documents to regulatory and supervisory authorities (about clients and internal operational areas of the Bank).

    Major Impact on: Customers
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    Trading & Order Management

    The Implementation of  trading & order management solutions in financial markets with FIX (Financial Information eXchange) protocol increases the creation and maintenance of orders and the reception of submitted requests, besides the control on real-time of private customers balance.

    Major Impact on: Customers
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    SLRT – Real-time connection with Interbolsa

    The Implementation of an application module allows the transfer and reception of messages, through the protocol defined by the Stock market: The STD 3.0 (Data Transfer System). With the APIs design, the Back Office modules become able to send instructions and receive its status. It also enables the automatic upload mechanisms (regardless of its evolution), without any operator intervention in this process, according to the STP concept (Straight Through Processing).

    Major Impact on: Customers
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