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Finance

Finance

Globex has been working with more than 8 financial institutions and has carved a niche in financial domain. Globex's immense expertise in financial industry has created a good number of platforms for corporate houses. Today our portals are used by hundreds of users on daily basis. Designing trading platform for online trading, CRM, complaint handling, online client database, connectivity with real data are just a few examples of our work.

Our web based online application has facilitated the following:
  • Cross marketing
  • Work assignment
  • Customer base with financial details
  • Proposal management
  • Pipeline management via 'View Pipeline', 'Lost Pipeline' and Ongoing Customer'
  • Daily scheduling
  • Daily/weekly/monthly forecast
  • News and knowledge bank update
  • Occasional mailing
  • Labeling of mail