Banking & Finance

By CAT Technology Inc 5 years ago

Banking & Finance

Competition is fierce in the investment community. Faced with the challenges to optimize business performance, increase market share and shareholder value, as well as mitigate risks, financial institutions are turning towards technology for answers.

CAT Inc.’s experience in banking and finance encompasses design and development of mission critical front office software applications as well as development of the essentials for running business technology and support of “Change the Bank” initiatives.

CRM solution for Investment banking:

Developed jointly with world’s leading financial organization, CAT Inc. solution caters to the needs of Investment banking better than any other packaged solution. It brings companies:

Single client view:

Unites a sales team separated across various boundaries and time zones under one system that offers global relationship managers, senior investment banker’s and sales managers a window into client relationships.

Easy data access regardless of geography:

Supports the Corporate finance and investment banking division in better serving its customers by granting easy access to real-time clients and business data regardless of the employee location.

Cross-divisional reporting:

Lets the senior management analyze marketing activities and improve its strategic position with respect to client accounts.

Comprehensive client knowledge:

Provides both quantitative and qualitative client data, and enables management to identify and correctly target the most appropriate customers across geographies.


In addition to role based security, a high-performance security model allows authorized users to access specific information. What makes it unique is its ability to customize access rights, down to each block of business data and each user role. The system permits sharing of information across the bank’s global operations in compliance with internal policies and regulation. This brings incomparable flexibility to the expression of authentication rules. Oracle VPD (Virtual Private Database) technology permits efficient authorization that enforces data access based on customizable rules and policies.

Our core competencies include:

  • Client Relationship Management systems.
  • Credit Risk Management systems.
  • Commodity trading applications.
  • Document Management systems.
  • Distressed products trading applications.
  • Commercial Real estate life cycle management & trading.
 We have helped many leading global manufacturing companies leverage IT to optimize their production process and integrate operational requirements with enterprise-level decision-making.

Other Services:

  • Loans and Mortgages.
  • Loan Origination and Tracking System.
  • Collection System.
  • Core Banking.
  • Treasury and Cash Management.
  • Trade Finance.
  • Credit Card.
  • Credit Card Management system.
  • Debit Card Management system.
  • Acquiring Management system.
  • MIS tools.
  • Private Banking.
  • Risk Management & Compliance.
 For more information on particular expertise within Banking & Finance Industry, please contact us at

Industries We Serve