Developing an electronic client
investment services to empower end customers to
access account, news and other content
Client
A leading multinational
bank based in the US
Challenge
The vision behind
this key initiative was to function as a primary
banker to its customers by ensuring that they access
investment information online. Wipro provided a
solution in the form of E-CIS (Electronic Client
Investment Services).
Solution
To extend dispersed account information and transaction
services over the Web for its middle market customers
and to elevate the customer service personnel
to do more qualitative interactions with customers
Benefits
Enhanced
efficiency and effectiveness of the sales
and customer service personnel - E-CIS enabled
the end customer to do more qualitative discussion
with the CIS sales person as information could
be accessed online.
A
platform wherein the bank's clients can access
relevant news (via links to internal systems)
and market benchmarks (NASDAQ, DJIA) through
existing internal market data service such
as the Global Markets Group (GMG).
The
architectural solution provides flexibility
to use off-the-shelf tools for content management
and personalization in the future.
"We
see Wipro as an important long term
strategic partner with whom we can build
a relationship to the benefit of both
parties."
Director of IT Friends Provident
