ServionIQ automates the complete lifecycle of account opening and maintenance services. By modeling processes within ServionIQ, it streamlines operations and reduces the time required to handle unstructured tasks. The system ensures:
• Smooth centralized operations
• Streamline the operational process
• Proper distribution of tasks to
respective stakeholders
• Integration with core systems (CBS,
CMS, etc.)
• Quick customer service by reducing MTTS
• and many more
Key
Features of ServionIQ
1. Account
Services
- Account
Opening
- Dormant
Account Activation
- Address
Verification
- Document
Upload for Individual and Non-Individual Accounts
- Term
Deposit Application
- SMS
Banking Enrolment
- Digital
Banking Enrolment
2. Account Maintenance Services
- Mobile
Number Update
- Email
Address Update
- Address
Change
- Update
of Static Customer Information
- Name
- Father's
Name
- Mother's
Name
- Date
of Birth (DOB)
- Nominee
Update
- Transaction
Profile (TP) Update
- TIN
(Tax Identification Number) Update
- Signature
Update
3. Cheque
Book & Pay Order Services
- Cheque
Book Issuance
- Cheque
Book Activation
- Stop
Cheque Request
- Pay
Order Issuance
4. Card Services
- Debit
Card Issuance
- Debit
Card PIN Issuance
- Debit
Card Re-Issuance
- Debit
Card PIN Re-Issuance
- Debit
Card Closure
- Credit
Card Payment
- Credit
Card Endorsement
- Enable/Disable
Foreign Exchange (FX) Transactions
- Card
Charge Waiver
- Instant
Card Issuance
5. Sanchayapatra & Bond Services
- Issuance
of Sanchayapatra & Bonds
- Encashment
of Sanchayapatra & Bonds
- Certificate
Issuance for Sanchayapatra & Bonds
6. Other
Services
- Bank
Certificate Application
- Account
Statement Generation
- Tax
Return Submission
7. Dispatch Management
- Dispatch
of Cheque Books, Pay Orders, Cards & PINs
- Receive
Dispatch via Branch or Directly by Customer
- Secure
Destruction of Cheque Books, Debit Cards & PINs
8. Integration Capabilities
- Core
Banking Systems (CBS)
- Card
Management Systems (CMS)
- SMS
and Email Gateways
- e-KYC
Platforms
- Other
Banking Infrastructure
9. MIS
& Dashboard
- Embedded
Reporting & Analytics Tools
- Comprehensive
MIS Reports
- Real-time Dashboards for Instant Monitoring and Decision-making
Clients
