Client information management system (CIMS) is our attempt to provide a platform for master data management.
CIMS has been developed to allow brokerage houses/ banks to open a client account as per different Indian regulations (for e.g. RBI, SEBI, NSE, BSE, NSDL, CDSL etc.) & maintain common repository of all master data related to the clients.
The system has been designed to ensure the accuracy of data entered, to handle KYC norms, and to avoid creation of duplicate client accounts etc.
Master data management
For banks & brokerage houses
Complete process flow
Atomization of client account opening process
Form capturing to welcome letter generation
Web based architecture using AJAX
.NET ver 2.0 based
SQL server 2005 compatible
Flexible XML based platform for field validation, mandatory setting, length setting etc..
521, The Corporate Office Building, Above Shoppers Stop, Nirmal Lifestyles, L.B.S Marg, Mulund ( West ), Mumbai