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Writer's picturePooja Yadav

Omni Channel Banking Platform

Updated: Aug 25

If you've ever found yourself scratching your head over the term "omnichannel banking platform," you're not alone. In a world where digital innovation is the name of the game, keeping up with the latest in financial technology can feel like a never-ending game of catch-up. This blog will not only provide insight into the term but will also focus on all the crucial features with the help of a case study. 


What Exactly Is An Omni Channel Banking Platform?


So, what exactly is an omni-channel banking platform? Well, think of it as the Swiss Army knife of the banking world. It's a powerhouse system that allows customers to interact with their bank seamlessly across multiple channels – be it through your smartphone, tablet, computer, or even in-person at a branch.


Picture this: You're on your morning commute, sipping your coffee, and checking your bank balance on your smartphone. Later that day, you swing by the bank to deposit a check, and the teller already knows about your transaction because it's all connected. That's the magic of omni-channel banking in action.


Let us now comprehend how this platform actually works through a detailed case study of NMB Bank Ltd.'s partnership with PayNet Systems Omni channel banking platform 


 

NMB BANK LTD


Set up as Nepal Merchant Banking & Finance Limited in 1995, NMB Bank Nepal offers retail and commercial banking services. Headquartered in Kathmandu, the bank has more than 160 banks across the Himalayan nation.

 

MARKET AND BUSINESS CHALLENGE


In view of the increasing digitalization of the socio-economic aspects of the Nepalese populace and the Government’s ambitious Digital Nepal project with the objective of sustainable development, it had become imperative for banking institutions to keep pace.


Omni-channel access to banking becomes a primary requirement in this scenario. Customers are keen on banking on any accessible device such as laptops, smartphones, tablets, or even retail outlets.


To meet the emerging preferences of customers, NMB Bank Nepal was keen on launching a robust, multi-channel banking service that engages with the mobile and Internet banking capabilities of digital natives and millennials.


The bank was looking ahead to create its perception as a user-friendly, modernized bank that was willing to walk the extra mile for the sake of its customers and Nepalese society.


 

THE APPROACH


The approach to integrate the omnichannel platform should be unique and comprehensive to ensure that it is seamless, just as we at PayNet Systems not only follow a thorough approach but also take our client's valuable time and security at every step, very seriously.  

Omni Channel Platform features are a crucial part of ensuring a holistic approach, so here’s what we've got in store with our Omnichannel banking platform


  • Keep things smooth with real-time synced data across all our platforms.

  • Make sure every banking experience feels consistent, no matter where you are or how you're accessing it.

  • We're all about understanding what you need, thanks to our clever use of data analytics.

  • Get ready for a banking experience that's tailored just for you. It's all about that personal touch!


To bring down development time, the PayNet team took the low code approach for creating an omnichannel hub. Segregating the project into sub-sections, we deployed a hybrid development and delivery approach.


Data synchronization lies at the core of these initiatives, so we made sure all channels and underlying technologies worked in perfect symphony.



user management

From conceptualization to production, the omnichannel capability was delivered just in 16 weeks working with a team of 6 engineers.


 

OUTCOME

The project rolled out a customized omnichannel hub across all digital channels including mobile, tablet, Internet banking, wearables, and, All products, users, types, and transactions on the hub could be monitored by a central authority that could

  • ​Set granular access rights, permissions, and limits

  • Implement real-time tracking and authorization following requests by customers

  • Aggregate customer data from systems like CRM, Trade & Finance, and BI systems


 

BENEFITS FOR BANK AND CUSTOMERS

Embracing of PayNet Systems omni channel technology by NMB Bank Nepal enabled them to extend some highly modern features to their customers:


360-degree view dashboard


The hub allows bank customers to manage the full range of products such as savings, payments, loans, cards, etc. to have a 360-degree view of their finances from a single interface


Real-time insights


Bank executives can hook into advanced analytics to extract valuable insights about customers. It helps them cultivate deeper relationships with customers and shape better services for them.


  • Alerts and notifications

  • Customers can set personalized real-time alerts on unusual behavior patterns.

  • The system allows them to set multimedia and multilingual omnichannel notifications.


Goals and budget tools


Efficient but easy-to-use tools offer financial insight for customers, enhancing their ability to manage finances. They are able to review past spending based on parameters like categories and time durations.


Integrated rewards


Depending on goals, executives can frame custom rules to award cashback or loyalty points on various conditions like events, partial/full redemptions usage, or frequency of transactions


 

Client Testimonial


image

PayNet was a great success for our bank. It really influenced our sales results for some of our products.


Shivaraj Upadhyaya | Head-Digital Banking | NMB Bank



 

FAQ's


Why Is An Omnichannel Banking Platform Important?

An omnichannel banking platform is important because it allows customers to access banking services seamlessly across multiple channels, such as online, mobile, and in-person branches. This means you can check your balance, make transfers, or apply for a loan whether you're on your laptop, smartphone, or at the bank.

What are the benefits of an omnichannel banking platform?

What do you understand by multi-channel banking platforms and omni-channel banking platforms?



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