Employee Channel

Empowering Employees with Self-Service Mobile App and Portal in BFSI

In the BFSI (Banking, Financial Services, and Insurance) sector, employee self-service channels such as mobile apps and portals play a crucial role in enhancing operational efficiency and employee satisfaction. These digital platforms provide employees with easy access to essential services, information, and tools, enabling them to manage their tasks, access resources, and resolve issues independently.

By implementing robust self-service solutions, BFSI institutions can streamline internal processes, reduce administrative burdens, and foster a more empowered and engaged workforce. A well-designed self-service mobile app and portal not only improve productivity but also contribute to a positive work environment by ensuring that employees have the support and resources they need at their fingertips.

Key Features

Task Management

Allows employees to manage tasks, set reminders, and track progress

Training and Development

Offers access to training modules, webinars, and development resources

Reporting and Analytics

Offers access to personalized reports and analytics on performance, attendance, and other metrics

Security and Authentication

Ensures secure access through multi-factor authentication and encryption

Profile Management

Allows employees to update personal information, contact details, and emergency contacts

Performance Reviews

Facilitates the performance review process, including goal setting, feedback, and evaluations

Payslip Access

Provides secure access to digital payslips and salary details

Personal Dashboard

Provides a personalized dashboard with quick access to essential services and information

Knowledge Base

A comprehensive repository of policies, procedures, FAQs, and company resources

Internal Communications

Facilitates communication through messaging, notifications, and company announcements

Key Benefits

Enhanced Efficiency

Streamlines processes and reduces administrative tasks, allowing employees to focus on core responsibilities

Improved Accessibility

Provides employees with 24/7 access to essential services and information from any location

Greater Transparency

Ensures transparency in processes such as leave management, expense reporting, and performance reviews

Employee Empowerment

Empowers employees to take control of their work-related tasks and information

Cost Savings

Reduces the need for manual administrative support, resulting in cost savings for the organization

Data Accuracy

Minimizes errors by allowing employees to directly input and update their information

Enhanced Communication

Improves internal communication through centralized messaging and announcements

Better Decision-Making

Provides managers with real-time access to employee data and analytics for informed decision-making

Key Types

Administrative Services

Access to company policies, procedures, and general administrative support.

Finance Services

Expense reporting, reimbursement tracking, and access to financial documents.

Health and Wellness

Access to wellness programs, health resources, and support services.

HR Services

Access to leave management, attendance tracking, payslips, and employee benefits.

Internal Communications

Messaging, notifications, and company announcements.

IT Services

IT support ticket submission, status tracking, and access to technical resources.

Performance Management

Goal setting, performance reviews, feedback submissions, and progress tracking.

Training and Development

Enrollment in training programs, access to e-learning modules, and tracking of training progress.

Implementation Strategy​

Comprehensive Training

Provide training sessions and resources to help employees navigate and utilize the self-service platforms effectively.

Continuous Feedback

Implement mechanisms for employees to provide feedback on the self-service platforms, allowing for continuous improvement.

Employee Engagement

Promote the use of self-service platforms through internal marketing and engagement initiatives.

Regular Updates

Keep the platforms updated with new features, improvements, and security enhancements.

Robust Security

Implement strong security measures, including encryption and multi-factor authentication, to protect sensitive employee data.

Scalability

Ensure that the teller operation system is scalable to accommodate growing transaction volumes and new service offerings.

Seamless Integration

Ensure seamless integration with existing enterprise systems to provide a unified experience.

User-Centric Design

Design kiosks with a focus on ease of use, ensuring a smooth and intuitive customer experience.

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News & Insights

Curated articles that provide professional and balanced perspectives on the latest trends, technology, and businness culture.

Microsoft Dynamics 365 Business Applications encompass a suite of powerful tools designed to streamline various aspects of business operations. Dynamics 365 Customer Engagement (CE) focuses on enhancing customer relationship management through integrated applications for sales, customer service, marketing, and field service. It excels in scalability, flexibility, and integration capabilities, allowing organizations to tailor solutions to their specific needs. In tandem, Dynamics 365 Finance & Operations (F&O) offers robust financial management and operational capabilities, supporting complex financial processes, supply chain management, manufacturing, and human resources. Dynamics 365 Business Central further extends functionality with comprehensive ERP capabilities tailored for small to medium-sized enterprises, encompassing financial management, supply chain, sales, and service management. Partnering with specialized firms like Cubic Information Systems in the Banking, Financial Services, and Insurance (BFSI) sector enhances the power of these applications. Cubic Information Systems leverages its expertise to customize Dynamics 365 Business Applications, ensuring seamless implementation and optimization of CRM, ERP, and operational processes specific to BFSI regulations, customer engagement, and operational efficiency. This collaboration empowers organizations to achieve greater agility, compliance, and customer satisfaction within the BFSI industry.

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