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Door Step Tab Banking
An Approach

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Notice to the Recipient of this Proposal
This Proposal contains confidential and proprietary information of Nelito Systems Ltd, and its release would
offer substantial benefit to competitors offering similar services. It includes descriptions of methodologies
and concepts derived through substantial research and development efforts undertaken by Nelito Systems
Limited. Therefore, the use or release of the information contained in this Proposal for purposes other than an
evaluation of its contents as a basis for contract award is prohibited, and it is the position of Nelito Systems
Limited that the materials herein are not considered subject to release under the Right to Information Act,
2005 if applicable.

All rights reserved. Information, Data and Images embodied in this Proposal are strictly confidential and are
supplied on the understanding that they will be held confidentially and not disclosed to third parties without
the prior written consent of Nelito Systems Limited. No part of this proposal may be reproduced, transmitted,
stored, nor translated into any human or computer language, in any form or by any means, electronic,
mechanical, optical, chemical, manual, or without the prior written permission of Nelito Systems Limited,
except with respect to copies made or transmitted internally by you for the purpose of evaluating this
proposal. All copies of this proposal (or any portion hereof) and any accompanying electronic copies should
be returned to Nelito Systems Limited or, at Nelito Systems Limited option, destroyed at the end of the
proposal evaluation period if Nelito Systems Limited is not selected

Neither submission by Nelito Systems Limited nor your acceptance of this proposal, in whole or in part,
constitutes acceptance by Nelito Systems Limited of any contractual terms contained in your Request for
Proposal, if any, and shall not form a binding agreement between the parties. Such an agreement shall only
exist upon the execution of a mutually acceptable contract by both parties. Except as otherwise set forth in
such a contract, Nelito Systems Limited makes no representations or warranties to you.

The term "Nelito" appearing elsewhere in this proposal may refer to Nelito Systems Limited., or to one or
more of its affiliates (which expression shall unless it be repugnant to the content or meaning thereof mean
and include its successors and assigns). However, this proposal is being submitted only by Nelito Systems
Limited., which is solely responsible for its contents, and Nelito Systems Limited., shall be the contracting
entity if its proposal is selected.

Nelito Systems Limited




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Contact Information

Contact Person Rajesh Kumar
Contact Address 28/2, Spencers Castle, Spencers Road, Frazer Town
Bangalore -560005
Website: www.nelito.com
Email rajesh.kumar@nelito.com
Phone/Fax +91 80 41131670
Mobile +91 9590960806


















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Table of Contents
1. Introduction ......................................................................................................................................... 5
2. Business Drivers ................................................................................................................................... 5
3. FinCraft Tab Banking the solution ................................................................................................... 5
4. Salient Features ................................................................................................................................... 6
5. Benefits of implementing Nelitos FinCraft Door Step Banking (Tab Banking) Solution ................ 7
6. How it works ........................................................................................................................................ 7


















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1. Introduction
In todays competitive environment, small, medium and large Banks are facing primarily three common
business challenges, viz.
i. Acquiring new customers with a cost-effective process (e.g. CASA & Loan Accounts)
ii. Selling new products & services to existing customers. (e.g. Insurance, MFs etc.)
iii. Servicing existing customers in a better way. (e.g. Doorstep Banking)

Nelito Systems Limited a Core Banking Software Solution company is pleased to bring an attractive business
solution to above challenges. The business approach is supported through Unified Technology Approach
integrated to your Existing Core Banking System.
The technology approach support following business areas:
i. Simplified account opening at the branches with physical-KYC document management and e-KYC
through National ID with regulatory compliance
i. Door Step Banking / Tab Banking for your selling agents or marketing officers in the field for account
opening with support for physical KYC document management and e-KYC.
ii. Door Step Banking / Tab Banking with financial transaction support in the field.

The entire business approach is supported by Unified Technology Solution Platform available to banks or
financial institutions. The Solution is available as In-Premise Data Centre or as a SaaS model through
hosted infrastructure.
2. Business Drivers
Speeding up the account opening process
Reducing the hassles of the KYC process
Enabler for financial inclusion
Facilitates efficient implementation of anti -money laundering policies

We are pleased to bring you this document so as to help banks understand the Nelito offering on Door Step
Banking or Tab Banking.
3. FinCraft Tab Banking the solution
FinCraft Tab Banking, supported by Unified Technology Solution Platform, helps Banks and Financial
Institutions in addressing the needs of faster/quicker customer service. FinCraft Tab Banking solution helps
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Banks and Financial Institutions in enhancing the customer experience by taking the services to the customer
door step.
FinCraft Tab Banking gives a potential customer the convenience of opening his/her bank account at
his/her home or office. The banks executive can fill account opening details, using a tablet equipped with
mobile connectivity, click the picture of the customer and take the relevant Physical KYC (Know Your
Customer) documents or connect to National ID network and get e-KYC compliance thereby doing away with
the need for the customer to visit a branch. FinCraft Tab Banking enables opening of account within a day
and eliminated rework due to data entry and documentation errors. FinCraft Tab banking enables the bank
officers to capture customer details, documents in front of the customer and synchronize the records to the
CBS over a 3G mobile network
FinCraft Tab banking can improve the efficiency and productivity of the sales staff by enabling them to
manage sales activities such as lead management, event management, calendar management, task
management, cross-sell and supervisory review. It also helps in significantly enhancing the efficiency of client
acquisition and servicing processes for relevant business groups.
4. Salient Features

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5. Benefits of implementing Nelitos FinCraft Door Step Banking (Tab Banking)
Solution
Move towards e-Account Opening or e-Transactions step towards Door Step Banking enabling
quicker Customer Service Instant Account Opening and Instant activation
o Adherence & Compliance to Regulatory requirements of KYC through e-KYC or National ID integration
o Electronic document management leading to less and longer duration of storage
o Eliminate lengthy paper work
o Facilitates quicker transactions
o Savings on Paper cost
o Increase business efficiency
o Enhance Customer satisfaction
6. How it works
FinCraft Tab Banking solution can be implemented as In-Premise Data Centre or as a SaaS model
through hosted infrastructure. There is a middleware with intelligence built in that will interface with the
existing Core Banking System of the Bank. Tab Apps are installed on Tablets, Android Phones etc. which will
enable Sales Officers/Agents/BCs to effect a transaction. A simple deployment model is depicted here below
for your perusal.

We will be pleased to showcase a demo of our FinCraft Tab Banking Solution to your business and IT
team, at your convenience.
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