Investment Management
Firmus MFB Ltd
Client
Firmus MFB Ltd
Project Focus
Investment Management
Sector
Firmus MFB Ltd
Year
2021
Overview
An internal system to digitize fixed deposit creation, certificate issuance, and maturity lifecycle management.
Key Features
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KYC-compliant onboarding for deposits
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Configurable investment products & interest plans
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Auto certificate generation
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Email prompts for rollover/drop at maturity
Impact
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Cut down administrative workload by 50%
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Reduced human error in certificate issuance
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Improved customer satisfaction with faster and transparent processes