:::::::::::: Datamatics Financial Services Ltd ::::::::::::

	BUSINESS SERVICES
	With nearly three decades of experience in large volume transaction processing, Datamatics Financial Services Ltd. (DFSL) is India's premier Transaction Processing and Back-Office Outsourcing Services Company.

	Registrar & Transfer Agency Services

	Registrar to Initial Public Offerings

	Mutual Funds Processing

	Customer Management Services

	Forms Processing

	Transaction Processing

	Partial List of Clients

Home > Business Services > Forms Processing

Customer Management Service

New Customer Record Creation


		Receipt of customer application forms
		Branch-wise customer applications sorting and scrutiny
		Accurate data capture: 4 layers of quality check
		Customer record creation in our sophisticated CRM system
		Online customers account creation
		Intimation to customers via post / email / SMS
		Upload of customer data to client's systems
		Daily reports to client
		Warehousing of physical documents

	Customer Transaction Processing & Correspondence

		Processing all customer transactions
		Daily customer records updation with new transactions
		Receipt of requests for changes in master data such as name or address change, etc.
		Updation of master data after verification
		Intimation of changes to customers via post/email/ SMS
		Lifetime correspondence tracking system for mutual interaction with customers

	Complete Printing & Mail Room Services

		Printing and mailing periodic account statements
		Printing and mailing all customer communications when required
		Redressal of mail return cases
		Complete mail room tracking system from dispatch to mail returns
	Reports & Compliances

		Daily / Weekly / Monthly reports on customer application & transactions
		Various reports, statistics as per Client specification
		Any reports required by statutory bodies