
Solutions - Financial Services Firms :
In todays fast changing world Financial Services firm are required more than ever to use the Internet rutech presents a complete web and mobile system for Financial Services Firms which seeks to undertake the following solutions for your esteemed organization
1. Website Design and Hosting:
Creation of a comprehensive website detailing your
A. Company History
B. Company Products with a page dedicated to each product
C. Company Achievements
D. Marketing Presentations and other materials
E. Contact Information
F. Feedback and detailed enquiry form
G. Any other pages as required by you
This would also be inclusive of web hosting for a period of one year.
2. Online System for Clients:
Creation of a complete Internal system for clients where they can log in to see certain restricted access
data. Also the system will provide you to directly publish stock market calls and other information
directly to the website without the need for any technical programming. The features of this internal
system would include
A. Client User Accounts: Each client would be provided his own client user account from where he can
directly log into the website. This user account will require the website administrator to first accept the
client as genuine and only then will provide him access to the system
B. Sharing Of Market research Reports: Will allow the website administrator to share different research
reports with different set of clients. Only registered users will be able to access these reports. These
reports can be uploaded in any format ranging from MS-Word, Adobe PDF etc. Also they can be directly
typed into the system as well
C. Publishing Calls directly on website front-page: The system will allow the website administrator to
directly publish any calls for buying or selling stocks directly on the website front page . Certain calls can
also be made only to the clients once they log in. Also a few other pages of the website can also be
edited at your end such as Client testimonials when you need to add more testimonials to your website
D. Unlimited Email Ids@yourcompany.com: Provide each and every one of your staff members a 7 GB
email box @yourcompany.com Latest Email system which can be configured with Blackberry as well
has industry level anti spam measures. Also due to high email inbox limit allows you to keep records for
a long period of time
E. Daily Market Email Newsletter: Setup an email newsletter for registered clients so that every morning
they may receive an email newsletter informing them of the latest market information from the
company.
F. Enquiry Management: A system to manage all the enquiries that are made. Consolidates all enquires
made from different sources such as via telephone, online via email. Allows you to contact prospects
who have logged an enquiry with SMS and Email
G. Website Management: A system to completely manage your website and keep it up to date with the
latest information
A complete mobile SMS system that allows you to communicate with your clients and prospectiveclients via SMS. System features
Send a direct SMS to all your clients informing them of daily Market tips andalerts. All messages are shown as coming from your company in the sender ID.
Simply upload an excel sheet with the margin owed by each client at the
end of the trading day and a message is immediately sent to each client with details of the margin owed
by that particular client only. Can create other excel based rules for sending SMS as per your
requirements