Tata
Finance Amex Cards: CRM Portal Solution
Tata Finance's
(TFL) is a non-banking finance company (NBFC)
whose business portfolio spans vehicle financing,
home finances, credit cards, foreign exchange,
broking, primary dealership for government securities,
distribution of retail savings instruments (such
as mutual funds and insurance) and share registry
services.
Sify Web Services
proposed a web-based CRM solution that envisaged
a virtual Direct Sales agent. Applicants could
access the website and transact various operation
involved in applying for a credit card, and other
related activities.
Business
Requirements Met By Sifys Solution
The requirements
from the portal solution were:
- To provide a robust web based
service for Amex cardholders.
- To facilitate application
of credit cards online.
- To allow web-based querying
on:
- Status of application
- Billing details and unbilled
transaction
- Link in real-time with Equifax
- the vendor for transaction processing.
- Provide web-based customer
service.
- Allow redemption of loyalty
points online from the portal.
- Integrate with third party
online shopping malls such as www.sifymall.com.
Sifys scope
involved technology consultancy, application development,
hosting, network security, integration of VeriSign
digital certification and total system integration.
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