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Smart CIMS

  • 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..