The project "Web-based Client Relationship Management" caters to the relationship between Mudra and its client base. It involved complete understanding of the business process and then developing a web-based system.
Features Include

• Online Meeting with clients.
• Discussion board
• Mails, Repository of advertisements
• Advertisement schedule monitoring
• Discussion Forum to allow the client and the company (Mudra) to interact with each other. Media schedule for a particular campaign are accessible to the clients.
• Site has utilities like the Discussion Forum, Collaboration Module (which allows the user to make presentations to the client and also chat with the client. It also has the facility to talk using VoIP). Also Net-Meeting features has been embedded

• Gained strategic and economic benefits associated with CRM by integrating their organizational capabilities structure, processes and skills into the integrated platform with the help of CRM technologies to become more customer-centric.
• Use of collaborative tools and discussion forum has lead to quality and disciplined discussion between the client and an ad agency.
• As a single, central hub for large numbers of people, the application significantly reduces the lines of communications between different parties, including major customers, increasing productivity and saving time.
• It acts as an intellectual repository and enables knowledge management.

The Financial business operating system is designed specifically for wealth management professionals. The comprehensive platform provides an easily accessible solution for all the business needs, including client, administration, marketing, reporting and compliance. Tedious manual tasks are automated and unified in one place: client information, advisor-partner communications and document management files are automatically organized, current and available whenever you need them.

It provides an integrated platform designed to help easily serve more clients, offer more services and be more profitable.

It minimizes the time spend on business administration, freeing up to do what is most important to the practice: Growing business and helping clients reach their financial goals.

The target audience for the project is

• Mid-Tier Financial Services Enterprises
• Financial Planning Firms
• Individual Investors

• Instant access to current status of clients entire portfolio
• Visual Presentation of portfolio model
• Full Integration with most widely used financial software
• Full Security of financial information
• Simultaneous online viewing with client for collaboration
• Data migration from Legacy systems like Ez-Data, Advisor Assistance etc
• Offline Synchronization Application running on laptop

The benefits of the software to the client are:

• Seamless Application Integration
• Web-Based Inter-office Networking
• Improved Case Management Capabilities
• fiBOS has dramatically improved the performance and profitability.