Leap into the future by offering Investments with Savings to your Clients

Empower Your Bank with Cutting-Edge Wealth Management Solutions while owning your customer data

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GWS
Design Pattern

Your Bank, Your ARN, Your Client

Equip your branches with advanced tools to deliver personalized investment capabilities and exceptional client service.

ARN

Execute all your Clients investments on your own ARN. Your Customer, Your ARN.

CBS Integration

Directly integrate with your Core Banking System for increased efficiency, improved client service, and stronger Controls.

Any Branch Servicing

In addition to self-service, Clients can walk into branch and be serviced irrespective of their home branch. The next level of Omni-Phygital Investing.

Instant Mandate and Direct Debit

Instant payments with Direct Debit from Client's Bank Account. Integrate OTP based debit approval through your CBS. Be ready to execute SIPs with Instant Mandates in your own bank. No need to wait for days between Mandate Creation and Order Execution. Build stronger client relationships and deliver superior service.

Customer Account Number Based Integration

Activate your customers your way. Use existing data points such as Customer Relationship Number or Bank Account number to create ready to Invest clients in their home branch.

Design Pattern
Secure data
Secure Data

Benefit from Dynamic Data Masking (DDM), Transparent Data Encryption (TDE), Built in Backup and Recovery, Data Isolation, SSL to ensure data security and safety.

Deployment Flexibility
Deployment Flexibility

Choose the deployment option that best suits your security and regulatory needs. Leverage the flexibility of on-premise /private-cloud installation or enjoy the scalability and cost-efficiency of a GWS hosted cloud-based solution.

Client Reports
Client Reports

Cornerstone of effective wealth management within banks, client reports foster trust, build stronger client relationships and deliver superior service.

Collections
Core Banking System
CBS

FundCore can integrate with your existing Core Banking System (CBS) for a smooth and connected Investor experience.

Transactions
Transactions

We support all the transaction types including Fresh Purchase, Additional Purchase, Switch, Redeem, SIP, SWP, STP and Enhanced SIP as well.

Business Reports
Business Reports

Business reports are gold mines of information.  Make sound credit decisions, cultivate strong client relationships, navigate regulations effectively, and gain a competitive edge in the financial marketplace.

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Design Pattern