HUNDREDS OF ACTIVESCRIPTS FOR DIFFERENT USE CASES

Banks and NBFC

  • Account Opening
  • Consumer Loan Application
  • Mortgage Loan Application
  • Credit Card Application
  • Retail Loan Process – AL
  • Commercial Loan Disbursement Process
  • Retail Loan Process – Credit Card
  • Commercial Loan Process
  • Retail Loan Process – Consumer Durables
  • Retail Loan Process – Housing Loan
  • Retail Loan Process – Personal Loan
  • Address Change
  • Forgot Reissue Password
  • Forgot Reissue Pin
  • Update Employer
  • Update National ID
  • Request Cheque Book
  • Stop Cheque
  • Statement Request
  • Deactivate Internet Banking
  • Activate Internet Banking
  • Block Card
  • Reissue Card
  • Unblock Card
  • Update Details

General Office Process

  • Employee Onboarding
  • Invoice Processing
  • Vendor Onboarding
  • Invoice Dispute
  • Sales order creation
  • Travel Expense
  • Vendor Approval
  • Quotation Approval
  • Legal Contracts Approval
  • Compliance Checklist Creation
  • Compliance Audit
  • File Movement
  • Memo Management

HR

  • Event Organization
  • IT Work Order
  • Leave Management
  • Tax Declaration
  • Board Room Meeting
  • Certification Reimbursement
  • Contract Employee Reimbursement
  • Employee Loan Against Salary
  • Employee Offboarding
  • Expense Reimbursement
  • Guest Room Booking
  • HR Policy Rollout
  • Shift Transport
  • TA Reimbursement
  • Visitor Card Issuance

Insurance

  • Life Insurance Policy Issuance
  • Motor Claims Applications
  • Life Insurance Claims Process
  • Mediclaim/Cashless
  • Service Request for Insurance

Investment Banking

  • Trade Execution
  • New Business process
  • Wealth Management Account Onboarding
  • Wealth Management Account Closing
  • Client Services
  • Investment Data Collection and Reporting
  • Investment Escrow Account Management
  • Estate Administration
  • Institutional 401k Management
  • Institutional Investment Plan Implementation
  • Portfolio Setup & Reporting
  • Retirement Services
  • Trade Research & Entry
  • Trade Analysis & Reporting
  • Retail Trade Capture & Entry
  • Trade Discrepancy Form
  • Retail Trade Support
  • Trade Fill & Confirmation
  • Trade Reconciliation
  • Prime Brokerage Account Closing
  • Broker Dealer Account Conversions
  • Prime Brokerage Account Opening
  • Collateral Management
  • Security Valuation Statements
  • Trade Statement Generation
  • Account Closing
  • Wire Transfers

Small Manufacturing Units

  • SME Loan Process
  • Journal Voucher Processing
  • PR to PO
  • Collections Dunning Process
  • MDM Approval
  • Advance Shipment Notice
  • Bank reconciliation
  • CAPEX Report
  • Custom Duty
  • Export, Import shipping
  • Finance Reporting
  • Fixed Assets
  • Letter of credit
  • Material Receipt
  • Payment & receipts reports
  • Petty cash
  • Sales invoice document verification

Trade Finance

  • LC Issuance
  • LC Amendment
  • Export LC
  • LC Transfer
  • Bank Guarantee
  • Funds Transfer
  • Inland LC
  • Inward Collections
  • Outward Collections