Basiz Stat Talk
A unique algo driven tool which has the potential of creating tremendous value add in investor communication and customer relationship management. The tool actually talks!
Incorporates the calculation workflow engine and the document repository with built-in security features
Does complex calculations on the back end covering a wide range of deliverables for various industries and specifically to the financial services industry
Can be customized for each option; in short bespoke solutions are possible
Helps users who are short of time and would like to hear just the key features such as value of investments in a fund, amount invested, etc.
Assists the specially abled; can be of good use to investors with vision related issues
Letter Flow
Uses form features wherein name of the preparer and approver is picked up from a pre authorized database. The subject of the letter is also picked up from standard templates; has the option to prepare new templates date and time stamp automatically
Provides secure process – on the workflow side, the letter gets prepared by a preparer and then gets approved by an approver and digitally signed.. Once approved, the letter cannot be edited and is sealed
Allows the user the option to send a hard copy or soft copy
Incorporates lock in features which prevent copying of logo and any miscommunication