Ffreedom(FIINFRA) Achieved

Better Productivity with Mithi

SkyConnect

Gaining Productivity & Accountability.

Lowering Operational Costs.

www.mithi.com

Abstract...

FIINFRA has created an application of adviser portal & set of financial

planning tools that helps in delivering superior financial advice.

Mithi SkyConnect Collaboration Applications suite enables the

Advisors to establish a high touch engagement with their customers.

It also enable Advisers to access expert advice from within the

organisation to help with the financial planning process.

www.mithi.com

About FIINFRA...

FIINFRA offers an integrated Platform-as-a-service teams to BFSI clients of AMC, Life Insurance, General Insurance, NBFC,

online financial product companies.

It has customized its integrated PaaS offering AMCs on the cloud, catering to the needs of their Mutual Fund Advisers and

Distributors.

And also includes Adviser portal, Customer portal, Service portal, Sales team portal and a set of financial planning tools, etc. for customers which can be accessed across all devices.

www.mithi.com

About SkyConnect...www.mithi.com

Cloud-based email and collaboration service (SaaS) that integrate with Advisor

and Service portals for authentication & access.

Offers a suite of collaboration

applications such as Email, Calendar,

Chat/IM, Audio/Video chat

It is based on the Connect Xf platform,

that powers the collaboration infrastructure

How it works…www.mithi.com

A customized feature has been implemented that automates file uploads for transaction data uploads from

external sources. The transaction data is used to update client portfolios on

a daily basis.

The Portal & SkyConnect share same authentication data on the central directory server.

The portal application and SkyConnect are tightly integrated to achieve single sign-on.

The IFAs have to register themselves on the Adviser Portal to avail the services.

Once an IFA registers on the Portal, his email account is automatically created on SkyConnect

Business benefits…www.mithi.com

Better adviser productivity -

Enables the IFA to handle more

number of clients

Improved net customer experience due to

Improved responsiveness in serving the customer

requests.

Post-sales automation -

upload transactions & portfolio

reports.

The system is secure, easy to use and provides multiple ways to engage

in a conversation

Saves a lot of time and money in travel and

fixing up face to face

meetings.

Key benefits…www.mithi.com

Directory, shared contacts enables

Internal (experts) & external collaboration

(customers).

Automatic Reports to the internal staff on the number of transactions

closed etc.

Automatic confirmations and alerts to the

customers on occurrence of specific events.

Ready to use Secure and high performance mailing platform with spam and

virus control built-in.

Built in automatic Archival of all the mails and chat transcripts for audit and

retrieval.

Customization services from FIINFRA and Mithi to

adapt the solution to specific needs of the

customer.

Connectors available to

seamlessly co-exist with other

proprietary mailing systems.

Planned Future enhancements…www.mithi.com

Ability to schedule Video meetings.

Video conferencing, which can connect the

agent/expert and the customer together.

Creation of distribution lists for sending out

automatic alerts.

Recurring multiple reminders to the users for

important events at set intervals.

Persistent multi-user chat for easy track-able

engagements with a client.

Image Credits…

• http://www.ffreedom.in/images/Logo_Golden-Practices.png

• http://hibyeun.files.wordpress.com/2010/03/short-story.jpg

• http://www.ffreedom.in/images/Logo_financial-Planner.png

• http://iwanttobeawriterblog.files.wordpress.com/2013/05/short-story-ideas.jpg

• http://southeastinsure.com/wp-content/uploads/2012/11/benefits_thumb3.gif

• http://www.lancaster.ac.uk/sci-tech/images/image_1335266741.jpg

www.mithi.com