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Confidential
YOUR LOGO
Corporate Profile
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Confidential
Corporate Overview
Products
Technology Solutions
The Company We Keep
Our Infrastructure
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Confidential
Corporate Overview
Products
Technology Solutions
The Company We Keep
Our Infrastructure
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Confidential
The Evolution
Recognized as an emerging market leader in the provisioning of software products to the BFSI sector by leading analyst firms and publications
M&A, Product Development and Services Delivery led by a strong management team
Acquisition of intellectual property and IT/ITES companies focused
on the BFSI sector OEM relationships with strategic components to fill the value chain
Strong management team with experience in managing large
enterprises and executing large projects
Vertically integrated services delivery process
Investors include IDG Ventures India (US$ 6.8Bn Fund) and Quvat, Singapore (US$ 1.2 Bn$ Fund)
Agile Financial Technologies is an Indian IT company focused on providing products and services to the Banking, Asset Management, Insurance, Financial Services and Capital Market sectors
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Milestones
Named in Gartner’s 2010 report as one of 25 leading BFS software providers
Named in IBS Intelligence Sales League, 2010. Ranked # 6 in lending solutions
Ranked 107 in the global Fintech 100 report for 2011 (American Banker/IDC Connect)
Awarded the “Best Asset Management Software Provider” in the Middle East in 2011 by World Finance (UK)
Awarded the “Best Support Partner for Finance Companies for 2011” and was a finalist for the “Star of Business Award” by SME Advisors & ADCB
Winner of Red Herring Asia 2012
Ranked amongst “Top 50 companies to watch out for” by ChannelWorld India, March 2013
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Our Presence
Central & Eastern Europe § Russia § Poland § Kazakhstan
Africa § Mauritius § Kenya (Comesa Support Hub) § Tanzania § Uganda § Malawi § Ethiopia § Nigeria (Ecowas Support Hub) § Ghana § Zambia § Zimbabwe § Cameroon § Togo § Ivory Coast
§ UAE § Oman § Bahrain § Kingdom of Saudi Arabia § Kuwait § Qatar
Middle East
Asia Pacific § India (Global Delivery Center) § Sri Lanka § Indonesia § Malaysia § Phillipines § Singapore
Americas § North America
§ U.S.A. § South & Central America
§ Mexico § Carribean
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Corporate Overview
Products
Technology Solutions
The Company We Keep
Our Infrastructure
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Confidential
Our application footprint
Financial Services Group
Bank
Personal Banking
Loans Deposits
Corporate Banking
Trade Finance Loans Treasury
Cash Mgmt
Private Banking & Wealth Management
PMS Wealth Mgmt
Family Offices
Banc Assurance
Micro Finance
Asset Mgmt
Co
Pension Fund
Life Insurance
General Insurance
Business functions within a financial services group that Agile FT’s software automates
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Confidential
Banking Suite
• Wealth Management • Funds Management • Transfer Agency • Financial Planning • BancAssurance • Stock Broking Back Office • DMat • Registrar (RTA)
Agilis Investment Management
• Forex (interbank, merchant and loans & deposits) • Fixed Income • Money Market • Equity • Mutual Funds • Derivatives (interest rate & currency), • Commodities (bullion, silver, etc), among others • Liabilties Management
Agilis Treasury Management
• Multi-carrier support • Life and Non-Life underwriting workflow • Reconciliation of policies, commissions, fee income • Inward/outward commission reporting structure • Customer relationship management • Integration with Core Banking and Core Insurance engines
Agilis BancAssurance
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Banking Suite
• Loan Origination • Loan Management • Loan Collections
Agilis Lending
Agilis Credit Monitoring
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Financial Inclusion
• Core banking for MFIs • CGAP Compliant
Agilis Universal Microfinance
• Last mile connectivity • Hand-held based POS devices • ISO8583 messaging based switch and controller
Agilis DoorStep Banking
Agilis MicroInsurance
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Investment Management Suite
Prop Book
Corporate Treasury
Mutual Funds
Hedge Funds
Private Equity
Portfolio Managers
Insurance Funds
Pension Funds
Exchange Traded Products
Fixed Incomes /Debt Family
Money Mkt Instruments
Real Estate Investments
Islamic Instruments
Forex Family Deriva?ves
Equity Shares
Preference Shares
Warrants
Bonds/ Debentures Conv.NonC
Bonds Floating/
Fixed
Bonds Discounted
Treasury Bills
Commercial Papers
Certificate of Deposits
Buy Real Estate
Selling Real Estate
Lease Real Estate
Bonds/ Sukuks
Shariah
Compliant Equity
Spot Trades
Forward Trades
Vanilla Swaps
Exotic Swaps
Bonds
Asset Backed
Securities
Call Money
Repos & Reverse Repos
Buy/ Build/ Sell
Murabaha
Integrated GL
NAV Computation
Treasury Position
Market Risk
Pricing Engine Settlement Manager Market Data Interface Integration APIs
Straight-Through Processing : Integrated Front/Mid/Back-office workflow
ETFs
Options
Futures
Options on Futures
FX Swaps
Floating Rate Agr
ALM
Exposure & Limits
CRM
Wealth Managers
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Confidential
Universal Lending Suite
Last Mile Connectivity
Agilis Lending Suite
Presentation Layer
Mobile Alerts Email Alerts Dashboards Web Enabled User Interface
Correspondence & Tracking
Branch Management
Loan Contract Execution &
Disbursement
Loan Origination, Appraisal &
Approval
Shares/Savings Account
Operations
Individual/Group Customer Creation
Credit Monitoring, Recovery &
Closure
Operations Management
Loan Processing Workflow
Customer Information Individuals Groups
Products Loans Shares Savings/
Deposits
Core System
Financial Accounting Reporting Engine
Credit Risk Management
Engine General Ledger
Agi
lis S
mar
t Sw
itch
Handheld POS
ATM Networks
Mobile Banking
Web Services
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Confidential
Insurance
• Agilis Non-Life • Agilis Individual Life • Agilis Group Life • Agilis Health • Agilis Pensions & Annuities • Agilis Takaful • Agilis MicroInsurance • Agilite (Lite Non-Life Insurance – Live in 90 days)
Core Insurance
• Rate comparison-Policy Administration-Claims follow up-Accounting • All life and non-life businesses covered • Powerful commission tracking
Agilis Insurance Broking
• BancAssurance • Customer Self Service • Agents • Third Party Administrators • Brokers • Web Services • Mobile Insurance
Agilis Channels
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Core Non-Life Insurance
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Life Insurance
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Corporate Overview
Products
Technology Solutions
The Company We Keep
Our Infrastructure
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Technology Services Offerings
Dedicated Offshore
Development Center
Technology Solutions
Domain Knowledge • Investment Management • Capital Markets • Lending • Islamic Finance • Trade finance & factoring • Microfinance & microinsurance • Life Insurance • Non-Life (P&C) Insurance • Takaful • BancAssurance • Insurance Broking
Dedicated ODC setups • Project Management / Service Delivery • Experienced Skill-sets with domain knowledge • Process driven approach base on international best practices and standards
Technology Solutions • Business analysis and design • On-premise support • Offshore development services
Technology Skills • Oracle • SQL Server • .Net • J2EE • Jdeveloper/ADF • Oracle Forms & Reports
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Corporate Overview
Products
Technology Solutions
The Company We Keep
Our Infrastructure
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Confidential
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The Company We Keep
Insurance Brokers
Banking
Asset Management
Financial Services
Insurance
Big Grape
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Corporate Overview
Products
Technology Solutions
The Company We Keep
Our Infrastructure
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Confidential
Infrastructure
§ India – Global Delivery Centre - 150+ associates in product development, support and
delivery across Mumbai and Pune - Mumbai : Investment Management & Insurance Groups - Pune : Lending & Microfinance Group
§ Middle East & Africa - Dubai Internet City
- Regional Support - Sales
§ Rest of the world - Level 1 & 2 support to regional clients through our
extensive reseller channel consisting of 30+ channel partners in 20 countries
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