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SalesConnect Plus

In today’s competitive environment, small, medium and large financial services and distribution organizations are facing primarily 4 common business challenges, viz.

  • Acquiring new customers through a cost-effective process (e.g. New Accounts),
  • Selling new products & services to existing customers. (e.g. Insurance, MFs etc).
  • Servicing existing customers in a better way. (e.g. Doorstep Financial services).
  • Regulatory Compliance for KYC and Re-KYC, including Aadhaar Seeding to core systems.

Alpha FinSoft Pvt. Ltd. is pleased to release a common business solution to above challenges. The entire business approach is supported by unified technology solution platform “SalesConnect Plus” available to financial institutions, Securities, Mutual Funds, Brokers, banks and telecom companies. The product has been designed and developed by Microsoft Solution Partner M/S Alpha FinSoft Pvt. Ltd. for the WEB, Tablets and Mobiles. The Platform supports, In-Branch, WEB based or Off-Branch, Mobile or Micro-ATM based business scenarios.

About SalesConnect Plus

  • “SalesConnect Plus” is comprehensive KYC Compliance and ‘Doorstep Financial Services Platform’, supporting “Advisor Services” Model.
  • Supports WEB based at Branches or customer Portal, or Tablet-based Micro-ATMs for Agents’ or Advisors’ based operations.
  • Business model supports, Customer On-boarding, Account Opening, Financial Transactions, On-line, Off-line E-Wallets and Value Added Services, e.g. Bill Collections, Loan Recovery, PM Yojanas (Schemes) etc.
  • Centrally Managed Limits Management, Transaction Validation & Settlement Rules.
  • “Off-line” or “On-line”, Mobile App and data Sync support.
  • Advisor wise, Branch wise Batch Closure and Settlement with consolidation at Central Office.
  • Centralized or decentralized Back-Office Business Process Operations.
  • Fully enabled for regulatory KYC compliance, supporting Aadhaar (E-KYC) & non-Aadhaar customers. Complies with both Regulatory & UIDAI’s Audit & Certification processes.
  • Available as “Data Center Solution” or SaaS (ASP) Services. “
  • Ready integration framework with multiple Core CRM Systems providers.

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