Nu Idea No. 7: Investments Online
I work for an investment company that has mutual funds as one of their products and the usual thing is that when there is an additional contribution being made by an individual, they would still have to come here to the office and inform us or email/fax us the deposit slip as proof that this was done already.
My new idea is that my company can do online transfers and an online portal to inform us that the deposit for the additional contribution has been done.
Our company may opt to create a portal in our own website that would let the fund subscribers to input the amount they deposited and the date and their account number. This way, the account managers can just download and batch at every end of day to check if there were any funds that came in from our respective clients and these would be effective the next banking day to the fund subscriber’s account. This would also help the company in keeping track of all the additional contributions made in a given day and by each subscriber. Since the company has a lot of mutual funds, this is a good idea to introduce as it would be easier for both client and the account manager and the operations team to work and process the contributions. 3
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