In the ever-evolving world of the BFSI industry, the need for agile and customizable solutions is more critical than ever. BOSS is a groundbreaking Business Operations Support System designed by Cogen Soft Tech to empower BFSI companies with unparalleled automation and efficiency. Let's explore its features.
BOSS is not a one-size-fits-all product. We can customize all its modules to cater to your specific requirements. You can shape BOSS according to your business processes and objectives.
Efficient and transparent communication is crucial in the BFSI industry. Whether it is internal or external communication or handling crucial documents like chequebooks, BOSS ensures every communication is tracked and delivered with precision.
BOSS empowers you to communicate effectively through dynamic and static SMS, email, WhatsApp, and physical print templates. You can personalize messaging to foster customer experience.
BOSS can streamline and Manage statements of accounts, TDS certificates, balance confirmation, and more. It will keep your documents secure, organized, accessible, and dispatched on time.
Integration with existing applications is crucial for seamless BFSI operations. BOSS is a customizable and adaptable product that can avoid compatibility issues and embrace future-ready solutions. It ensures smooth interactions with core applications and other applications used for any processes.
BOSS understands the need for control and transparency across the organization. For this, the product offers hierarchy-based access control to regional, central, and branch-level logins, empowering you to track and monitor deliverables and communications through real-time dashboards and reports.
The BOSS product simplifies Email and SMS integration, ensuring you're always connected with your clients and stakeholders.
In the BFSI industry, communication is crucial. It must be transparent and seamless. At Cogen, we understand its importance and developed a comprehensive communication module under BOSS to ensure effective communication internally and externally.
Our BOSS's communication Management module serves as an enterprise-wide communication hub, ensuring uniform and consistent interactions across your organization.
BOSS can centralize and streamline your internal or external communication for a more cohesive approach.
BOSS offers an integrated communication gateway that results in a frictionless experience, allowing you to manage multiple communication channels efficiently and effortlessly.
In the BFSI industry, Dispatch Management is the linchpin that guarantees the swift and secure delivery of essential documents and materials. From managing debit card dispatch to handling critical documents like chequebooks, it enhances customer satisfaction, operational efficiency, and compliance.
BOSS comes with a centralized dispatch management module that ensures transparency and efficiency in inventory management of deliverables and dispatch added with delivery partner/courier integration.
The Benefits are as below:
Amid the rapid growth in the BFSI industry, the procurement and vendor management module within BOSS plays a key role in enhancing operational excellence. It's the engine that drives the efficiency and reliability of the entire system. Procurement and vendor management are pivotal pillars within the BFSI industry. They play a dual role in ensuring cost-effective operations while safeguarding the integrity and security of financial services. Effective procurement ensures that the right resources are acquired at the right cost, helping financial institutions manage expenses, maximize profitability, and maintain competitiveness.
In an industry where trust and precision are non-negotiable, Procurement and Vendor Management emerge as the most crucial element, ensuring that every partnership is a strategic advantage.
The Benefits are as below:
In the ever-evolving BFSI industry, the significance of Online Approvals cannot be overstated. Reshaping traditional approval methods has become a mandate to ensure swift decision-making that helps better customer experience. Online approvals is an integral module of BOSS, offering a streamlined process and fostering a culture of swift decision-making.
The Benefits are as below:
Every industry is moving towards digital platforms. BFSI is not an exemption to it. In the BFSI industry, where accuracy, compliance, and efficiency are pivotal, the Digital Registers within the BOSS module emerge as a linchpin. These digital registers revolutionize the way data is recorded, stored, and accessed, transforming conventional record-keeping into a modern, efficient process.
Digital Registers streamline operations and enhance transparency. It also ensures regulatory compliance and enables quick and effortless retrieval of critical data. Digital Registers ensure every entry is not just recorded but is a catalyst for informed decision-making and operational excellence.
The Benefits are as below:
In the ever-evolving BFSI industry, the need for a comprehensive foreign exchange transaction solution is critical. EasyFX is a cutting-edge end-to-end product designed to streamline and simplify foreign exchange processes while ensuring the utmost convenience for authorized dealers.
Our tailormade solution was built to handle Foreign Exchange with unmatched precision. Whether you're catering to individual customers (B2C), Businesses (B2B), or forging partnerships (B2B2C), EasyFx ensures a seamless experience for all.
EasyFx boasts complete integration, from onboarding customers to invoice generation. It seamlessly integrates with your existing core applications and regulatory bodies for KYC validation, utilizing available APIs for uninterrupted workflow.
Managing Forex pre-paid cards and currencies is made effortless with EasyFx. Our robust inventory management feature ensures you're always in control.
It provides you with the flexibility to set margins above the interbank rate, allowing you to optimize your profitability while delivering exceptional value. Through seamless API integration, you can access live interbank rates in real-time, ensuring your rates are always up-to-date and in sync with the market. This means you can offer the most accurate and competitive rates to your customers, enhancing your credibility and trustworthiness in the world of foreign exchange.
Our application not only ensures the seamless execution of transactions initiated by your valued referral partners and consultants but also guarantees pinpoint precision when it comes to calculating payouts as per the agreements. Our custom application promises an effortlessly smooth and stress-free experience with transparency and accuracy.
We've meticulously designed EasyFx to not only handle but master the complexities of TDS/TCS and GST in your remittances. It's your expert companion, ensuring that your transactions are always by the law. EasyFx offers the flexibility to configure and apply all charges, including the often intricate Nostro/Correspondent bank charges.
The KYC requirements and necessary documents within our application, ensure a tailored and compliant approach to every foreign exchange transaction.
Generate Common Application Forms (CAF), A2 forms, and Declarations effortlessly, with OTP-based consent and sign-off.
Cogen's EasyFX empowers you to deliver unparalleled convenience, transparency, and efficiency to your customers and partners. EasyFx allows you to handle retail foreign exchange transactions seamlessly.
In the era of mobile banking and the ever-evolving BFSI landscape, relying on traditional customer onboarding methods leads to time and resource consumption. With extensive experience and expertise in the BFSI industry, Cogen Soft Tech has developed DigiKYC, an intuitive and futuristic customer identification process and verification product that adheres to regulatory guidelines.
DigiKYC encompasses a suite of advanced modules that are specifically crafted to address the distinctive requirements of regulated entities. At the core, DigiKYC is a user-friendly customer identification and verification module that simplifies and enhances the onboarding experience of your clients.
Through APIs, the platform empowers you to execute precise and reliable customer identity verifications.
Video CIP (customer identification process) is one of the prominent factors that sets DigiKYC apart in the BFSI industry. This feature takes customer identification to the next level, offering a secure and seamless onboarding without compromising accessibility.
Our DigitKYC goes beyond customer registration and streamlines the generation of Common Application forms and Form A2, simplifying documentation processes by meeting all regulatory compliances.
DigiKYC includes a robust Compliance and Audit Management system. This component enables you to meet all compliance standards and enhance transparency in operations.
The MIS of DigiKYC plays an instrumental role in making informed decisions and keeping you ahead of the competition. It seamlessly integrates with your existing applications, simplifying customer onboarding through available APIs. If APIs are unavailable, DigiKYC offers the functionality for downloading relevant information and documents, which can be uploaded into any other application, ensuring that you can adapt it to your unique IT infrastructure.
