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Enterprise and Service Provider SOHO Contact Center www.cohtechnologies.com | info@cohtechnologies.com
Automation Solutions for  ADVISORY & TRADING
Agenda
Introduction - About Drishti ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Our Innovation DACX Ameyo development platform : An innovative approach to enable rapid application development that reduces the development time and deployment cost up to 80% via Model Driven Architecture (MDA) DACX Ameyo execution framework : Based on SOA and Distributed architecture, execution framework is linearly scalable and takes care of the specific needs of communication applications - real time processing carrier grade aspects (high availability and central management), easy integration with third-party tools All IP-based software : The IP-based system is created from ground-up using propriety algorithms and open standards like SIP (Session Initiation Protocol) and Web-Services Multi-packaged offering : Common code stream, but different functionalities and capabilities with privilege management ensures that the technology provided is built around the business process Multi-tenancy : Ideal for SaaS-based deployment with multiple departments (Single-site or Multi-site) Code Generation with MDA and “Nodeflow” approach:  No “Shrink-wrap” approach; Auto-generation of code (such as UI and Web-Services API)
Trading Advisory Industry Needs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],HNI Mid Low ,[object Object]
What needs to be done? ,[object Object],[object Object],[object Object],1 Call per Advisor Time Call Volume Opening Bell Closing Bell Lost  Opportunity Under  Utilization
Some problems identified ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
How can technology help ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
AMEYO COMMUNICATIONS SUITE A LITTLE BIT ABOUT IT
Our innovative offering - Ameyo ,[object Object],[object Object],[object Object],[object Object],[object Object]
Full Blown Interaction Capabilities ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Interaction Feature Details ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The solution ,[object Object]
Stock Broking/Trading Solution ,[object Object],[object Object],[object Object],[object Object],[object Object]
Solution Overview Customers call on one number to speak to their advisor Ameyo determines the priority/rating of customer, and routes the call to advisor on specific extension, depending on customer & advisor profile
Solution Overview If the agent is on a call with HNI, call is either put in a queue, sent to 2 nd  extension, or transferred to another advisor by the primary advisor
Advisor Interface Multiple simultaneous interactions with segmented customers Missed call alert with multiple customers touchpoints. Single click callback on number last called from Self monitoring, customer list management; Live queue view based on filters. NOT YOUR AVG CC CAPABILITY Options to choose specific customers (or a set) and perform an operation (like broadcasting) Specific CRM for the advisory process (can be customized or integrated)
Other Value Adding features ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
MOTILAL OSWAL SECURITIES A CASE study
MOSL (A Case Study) One of the largest Brokerage/Advisory companies in India ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Winner of CNBC-NASSCOM IT user award* for intelligent use of technology (DACX Ameyo) to manage business processes *Source: http://www.motilaloswal.com/MediaStory.aspx?ArticleID=664b2988-8ea5-455d-907a-ab483654472c
Key Achievements ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],"Customer Experience is of utmost importance in our business. We required a technology solution that could deliver good customer experience and help us attain our goal. We chose Drishti due to their competence and the way they moved to have in-depth understanding of our specific business requirements. The speed of execution from their end was superb. We are glad to have chosen Drishti“ Anuragi Raman Sr. Vice President (IT)
Benefits of choosing us ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
How we help your business? ,[object Object],[object Object],[object Object],We will provide you with a future ready platform that can empower you to manage all aspects of your business in a unified, consistent manner, thereby enabling you to reap the most benefits out of your technology infrastructure.
 

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Presentation of advisory solution

  • 1. Enterprise and Service Provider SOHO Contact Center www.cohtechnologies.com | info@cohtechnologies.com
  • 2. Automation Solutions for ADVISORY & TRADING
  • 4.
  • 5. Our Innovation DACX Ameyo development platform : An innovative approach to enable rapid application development that reduces the development time and deployment cost up to 80% via Model Driven Architecture (MDA) DACX Ameyo execution framework : Based on SOA and Distributed architecture, execution framework is linearly scalable and takes care of the specific needs of communication applications - real time processing carrier grade aspects (high availability and central management), easy integration with third-party tools All IP-based software : The IP-based system is created from ground-up using propriety algorithms and open standards like SIP (Session Initiation Protocol) and Web-Services Multi-packaged offering : Common code stream, but different functionalities and capabilities with privilege management ensures that the technology provided is built around the business process Multi-tenancy : Ideal for SaaS-based deployment with multiple departments (Single-site or Multi-site) Code Generation with MDA and “Nodeflow” approach: No “Shrink-wrap” approach; Auto-generation of code (such as UI and Web-Services API)
  • 6.
  • 7.
  • 8.
  • 9.
  • 10. AMEYO COMMUNICATIONS SUITE A LITTLE BIT ABOUT IT
  • 11.
  • 12.
  • 13.
  • 14.
  • 15.
  • 16. Solution Overview Customers call on one number to speak to their advisor Ameyo determines the priority/rating of customer, and routes the call to advisor on specific extension, depending on customer & advisor profile
  • 17. Solution Overview If the agent is on a call with HNI, call is either put in a queue, sent to 2 nd extension, or transferred to another advisor by the primary advisor
  • 18. Advisor Interface Multiple simultaneous interactions with segmented customers Missed call alert with multiple customers touchpoints. Single click callback on number last called from Self monitoring, customer list management; Live queue view based on filters. NOT YOUR AVG CC CAPABILITY Options to choose specific customers (or a set) and perform an operation (like broadcasting) Specific CRM for the advisory process (can be customized or integrated)
  • 19.
  • 20. MOTILAL OSWAL SECURITIES A CASE study
  • 21.
  • 22.
  • 23.
  • 24.
  • 25.