ServionIQ automates the complete lifecycle of account opening and maintenance services. By modeling processes within ServionIQ, it streamlines operations and reduces the time required to handle unstructured tasks.
Benefits
- Smooth centralized operations
- Streamlined operational processes
- Proper distribution of tasks to respective stakeholders
- Integration with core systems (CBS, CMS, etc.)
- Faster customer service by reducing MTTS and many more benefits
key Features
Account Services
- Account Opening
- Dormant Account Activation
- Address Verification
- Document Upload (Individual and Non-Individual Accounts)
- Term Deposit Application
- SMS Banking Enrollment
- Digital Banking Enrollment
Account Maintenance Services
- Mobile Number Update
- Email Address Update
- Address Change
Update of static customer information includes Name, Father’s Name, Mother’s Name, Date of Birth (DOB), Nominee details, Transaction Profile (TP), TIN (Tax Identification Number), and Signature update.
Cheque Book & Pay Order Services
- Cheque Book Issuance
- Cheque Book Activation
- Stop Cheque Request
- Pay Order Issuance
Card Services
- Debit Card PIN Issuance
- Debit Card Re-Issuance
- Debit Card PIN Re-Issuance
- Debit Card Closure
- Credit Card Payment
- Credit Card Endorsement
- Enable/Disable Foreign Exchange (FX) Transactions
- Card Charge Waiver
- Instant Card Issuance
Sanchayapatra & Bond Services
- Issuance of Sanchayapatra and Bonds
- Encashment of Sanchayapatra and Bonds
- Certificate Issuance for Sanchayapatra and Bonds
Other Services
- Bank Certificate Application Debit Card Issuance
- Account Statement Generation
- Tax Return Submission
Dispatch Management
- Dispatch of Cheque Books, Pay Orders, Cards, and PINs
- Receive Dispatch via Branch or Directly by Customer
- Secure Destruction of Cheque Books, Debit Cards, and PINs
Integration Capabilities
- Core Banking Systems (CBS)
- Card Management Systems (CMS)
- SMS and Email Gateways
- e-KYC Platforms
- Other Banking Infrastructure
MIS & Dashboard
- Embedded Reporting and Analytics Tools
- Comprehensive MIS Reports
- Real-time Dashboards for Monitoring and Decision-Making
Clients
