PortaRepo can be easily integrated with the core PMS application to present the customer-specific reports as designed by the asset managers from the single data repository and the customer-specific template.

Integrating PortaRepo with enterprise business systems firms can distribute client-specific reports such as Investment Reports, Account Statements, Contract Notes, etc.

PortaRepo helps asset managers to easily distribute regulatory reports, circulars & notifications, investment perspectives, executive briefs, portfolio newsletters, Market Pulse, etc.

Integrating PortaRepo with Back Office settlement system, asset managers can provide their clients with Margin Statements, EOD F&O Statements, Brokerage Statements, Portfolio Views, NAV details, etc.

Investor clients will get alerts and notifications once the reports are made available to them, and can view or download required statements at their discretion, anywhere anytime.

TRANSFORMING BUSINESSES TO DIGITAL

CHATBOT PLATFORM

This document describes the features of the chatbot platform implemented recently for a leading leisure theme-park business in India. It also highlights the chatbot capabilities. “ANDY” is the name of the chatbot.
 
In the current version this chatbot has been developed as Flow-Based Chatbot.
Development work is in progress for the feature-enhanced NLP-Based Chatbot.

In the current version of Flow-Based chatbot following functionalities have been implemented.

• The chatbot asks the user pre-determined questions and provide multiple choices as response which user selects.
• The flow based chatbot is proactive, i.e. the chatbot initializes the conversation.
• The conversation is guided by the chatbot.
• Flow of the conversation can be changed via Content Management System (CMS)
• The questions and their respective choices can be setup via CMS.

In the NLP-Based version which is being developed, following ML based functionalities have been included.

• NLP based chatbot makes use of ML based training models for conversing users.
• The conversation is two way between the chatbot and users, i.e. Both the users and chatbot are active participants in the conversation.
• It converses seamlessly across multiple digital channels and retains data and context for a seamless experience. In best cases, passes that information to a live agent if needed.
• Designed to integrate with critical systems and orchestrate workflows inside and outside of a third party system.
• It can handle real-time action as routine as a password change, all the way through a complex multi-step workflow spanning multiple applications.
• This chatbot can perform complex reasoning without human intervention.

• Andy is Omnipresent – Can be integrated with websites and mobile apps.
• Flow Driven – Currently Andy interacts with the user through a guided approach
• CMS – The questions and their options asked by Andy can be setup using a centralised CMS.
• Andy’s avatar can be changed too using this CMS.
• Booking Engine Integrated – Andy is integrated with theme-park’s Booking Engine.
• A guest/user can quickly and smoothly book a ticket.
• Lead Generation – Andy can ask a user for his mobile number and use it as a lead in future.
• Lead Conversion – Andy can also trace a user’s pattern of chat flow and maintain a report which can be used in lead conversion.

Enhancements in NLP-Based version

• Implementation of NLP capabilities to understand the context of a conversation and to make conversations between Andy and users more linear, seamless and natural.
• Andy can be pre trained to understand the brand specific knowledge and terms to resolve customer requests.
• Andy will be able to recommend or suggest products (Park tickets) for a user based on previous interactions.
• Andy will be converted into a full-fledged virtual customer service executive who will be able to book tickets, cancel tickets, resolve guests’ grievances and handle guests’ queries.
• Data analytics can be used to understand users’/guests’ behavior and train Andy accordingly using NLP.

Business Requirement

A financial application services firm, providing software solutions, involving complex event processing (CEP) and financial mathematics, to financial institutions across APAC, US and Europe.

Deploy international data centre for business expansion and launch of new initiatives in global markets.

• Scalable and secure HA architecture, and high throughput services.
• Meet with government regulations and compliance mandates, and global standards.
• Primary data centre in US and the Secondary data centre in Europe.

Strobus Solution

Strobus designed a comprehensive data centre solution around four core principles.

• Connectivity.
• Scalability.
• Cost Control.
• Business resiliency.

In addition, Strobus’ solution offered:

• Flexibility, Connectivity with multiple carrier providers that would outlast the future changes and requirements.
• Primary and Secondary DCs to be in high-availability mode with load balancing for a better ROI.

Business Benefits

• Datacentre equipped with a robust IT Platform with 99.99% uptime that included Connectivity, High Availability, Low TCO and can easily scale up based on the business growth and in lesser time-to-market.
• Datacentre architecture is flexible enough to extend to cloud environment, thus making it a hybrid setup.
• Security systems enabled with high throughput and session management thus increasing the efficiency and security.

Business Requirement

A wealth management and advisory services firm, providing services across asset classes to its clients including corporates, families, individuals, Trusts and PE funds across APAC.

Deploy wealth and customer management system to meet the business growth and customer engagement.

• Efficient, Scalable and high-performance system for both advisors and customers.
• Meet with regulatory and compliance requirements, and digital customer expectations.
• Ease of information dissemination.

Strobus Solution

Strobus, with complete engagement as technology partner, setup the Wealth Management System Platform, Integrated Applications focusing on operational efficiency and cost control, with a structured approach.

• Implemented the right applications for the business functions – Wealth Management, Customer Management, and Advisor Management.
• Implemented scalable system with high performance architecture.
• Automation, Operational controls and integration with other group business functions.
• Business resiliency.

Business Benefits

• Client could focus on core business, and need not worry on technology requirements for business growth.
• Efficiency in terms of Operations and Cost control.
• Immediate availability of domain expertise and technology skill sets, thus saving time and increasing the business efficiency.
• Business growth in terms of AUM and customer base achieved 2x within two quarters.

Business Requirement

A Fund Services and Management firm, providing fund processing, accounting and investor services across various funds to its asset management clients in APAC.

Review DWH setup implemented within the business for all investor and funds related transactions at operations-focused back-office systems, and automate customer facing function for better investor services and to meet the investor-related compliance requirements.

• Efficient, Scalable and high-performance system for both fund houses and customers.
• Meet with regulatory and compliance requirements, and digital customer expectations.
• Ease of information dissemination.

Strobus Solution

As technology partner Strobus reviewed and analysed the DWH system based on its Aitanium framework to understand the data and derive the models out of the same.

• Designed and implemented algorithms for recognizing the patterns in various customer activities, and customer-facing functionalities and processes.
• Based on the outcomes, customer responses to be initiated that meets compliance requirements and customer management.
• Details of fund position and NAV impact to be initiated to the fund houses.
• Scalable system with high performance architecture.
• Automation, Operational controls and integration with otherbusiness functions.

Business Benefits

• Client derives insights from the data with regard to fund performance, investor-client requests on various services.
• Strobus provided right insights for client to focus on core business of transaction processing and to manage investing customers with right information and on time.
• Efficiency in terms of Data management, Operations and Cost control.
• Immediate availability of domain expertise and technology skill sets, thus saving time and increasing the business efficiency.

Business Requirement

IT solutions provider specializing in financial services applications, providing market leading software solutions to financial institutions across Australasia, Europe, North America and Middle East.

To review and optimize the over-all application and system architecture for performance efficiency of ‘Pricing Application for OTC Derivatives’ comprising Market Data Feed with in-memory processing, Pricing Engine with Complex Event Processing and User Management.

• Review the business processes to define the IT Strategy that aligns with business strategy.
• Setup a datacentre, with scalability to manage business growth.
• Evaluate and implement applications for all the business functions.
• IT Governance and Compliance to meet the regulatory requirements.

Strobus Solution

Strobus defined the architecture that could measure the performance of all the components, which would help to optimize the over-all system and application for high performance.

• Benchmark planned sizing for targeted load, response time & throughput.
• Establish a continuous Improvement and performance management program.
• Well-defined business cases to measure the performance based on the user base, user profile mix, usage pattern, combination of pricing models, and market volatility.

Business Benefits

The outputs of the benchmarking activity helped

• To identify and mitigate risks in all the modules.
• To optimize the system and application architecture, both on module-wise and on over-all setup.
• To size the infrastructure efficiently for a better TCO.
• Flexibly scale the system based on the targeted business growth.

Business Requirement

A full service investment bank focusing Corporate Finance, Investment Management and Securities business.

To implement integrated business applications, and Exchange and FIX Connectivity systems.

• Review the business processes to define the IT Strategy that aligns with business strategy.
• Setup a datacentre, with scalability to manage business growth.
• Evaluate and implement applications for all the business functions.
• IT Governance and Compliance to meet the regulatory requirements.

Strobus Solution

Strobus, with complete engagement as technology partner, setup the DC, Trading Platform, Connectivity, Integrated Applications focusing on operational efficiency and cost control, with a structured approach.

This included:

• Implemented the right applications for the business functions – FO, MO, BO, DMA, Algo, FIX.
• Implemented scalable systems with high performance architecture.
• Business resiliency.
• IT Governance process for regulatory compliance requirements.

Business Benefits

• Client could focus on core business, and need not worry on technology requirements.
• Efficiency in terms of Operations and Cost control.
• Immediate availability of domain expertise and technology skill sets, thus saving time and increasing the business efficiency.
• Client’s objective of business growth achieved with 4x in trading volume.