Understanding the business knowledge and complexity involved in the workflow process with various minor details required
Automated verification & Validation for any upload and download of data.
Allow CS role users to perform any activity on behalf of client, based on permission set only by Client
Super power for admin to handle the users and monitor anytime
Assigning CS to particular Brokerage Company
Quote Management Software
Highlights
Automated Quote Management Software for India's leading investment banking and asset-management company, with PAN India presence
Approved by India’s Market Regulator
Used By most valuable individuals / Investment Agency
Top Brokerage firms use this platform for submitting Very High Value investment Quote
One of the most valuable business critical application for Client
Each quote request will have it’s own unique set of rules
Overview
The oldest continuously managed diversified financial and consultancy houses in India discussed with us one of their most challenging requirements, which many couldn’t understand. Based on the requirement from the client, VS Online Services designed, developed and maintained 3 months support after production.
Client had an existing system, which was used only for some of the purpose by their internal team alone and wanted to replace their existing system as the existing system was not serving the purpose and had huge bugs and also business requirements were not fully satisfied. We didn’t have access to the existing system.
Most processes were manually done by the Investment banking firm resulting in a lot of process issues and delays and clients couldn’t track the flow properly, as no provision for even clients in existing systems directly and several other software development agencies couldn’t understand the requirement and provide the solution.
User Roles in the application
Admin
Investor
Corporate Secretary (Individual / Company)
Broker
Web Application designed, developed and maintained, so that the Clients can invite brokers and shortlist them for specific investment purposes and the Brokers can submit their quote moderated by CS with various levels of competence and act on behalf of Client with permission set by the Client, Each quote request will have it’s own unique set of rules. Specific notification and listing feature, was a major highlight as it was innovative and unique
Problem Faced
Goal
To design and develop the most user friendly Web Application for Investors to invite brokers and shortlist them for specific investment purposes and the Brokers can submit their quote moderated to seamlessly manage the end to end process of Quote Management System.
Legacy Internally used system to be replaced with new system
Extensive Network Vulnerability and Penetration Testing ( VAPT) done by external agency
Submission to Market regulator for approval of the system
Investor will have the full control of data and can decide the permission level of data
Admin have all access to the system, so that Admin can assign Broker and CS
Report Generation for Investor, Broker and CS
Archive Settings for data older than the specified time limit by the Investor and pre set by the system based on various criteria
Setting Rules for Each Quote Request
Solution
Provision for attaching a file while requesting for Quotes with proper automation in verification of the file
Allow client to grant/revoke access to CS team at any point of time, also when they revoke the same, client data for that particular client should be disabled to CS
Anytime, Client can control the data that can be viewed by certain users / firms.
Full privileges to admin to manage users anytime with immediate effect, without affecting the data
Admin can add company and create users for that company
We provided all our suggestion and queries to enhance usability of the application
Email integration and log of each activity, performed by the users in the system to ensure guidance on each step.
Provision for cut-off time in the list of notification
Technology
Status
After Deployment and 3 months maintenance, only Client’s server team is handling the backup of data, server maintenance
Application running smoothly helping various Brokerage firms, Investors & Client for more than 3.5+ years as of 2023 February
Manual Validation of documents replaced by the system and increased efficiency of the team
Leadership of the oldest Investment banking is retained, due to the technical competence of the application, which served as a selling point
Client never had a need of hiring a developer for maintenance due to our “Robust” Solution.
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