IDFC FIRST Bank Merger and Performance Update
5f. (contd.) Recently launched new banking application with an
enhanced UI UX - in Test & Learn Stage
9:41
Savings account
Own name ****5667
Available balance
*50,000.00
Overdraft limit
Free to spend
100,000.00
45,000.00
Foundation
9:41
Its
Cards
Deposits
Investments
Your investments
Total investment value
*2,60,000
Total gain/loss value.
*60,000 ↑
Current investment value
*2.74.600
Absolute return
12.9% ↑
Dashboard
Easy navigation - all
features in 2-3 clicks
• One view of all
accounts (savings,
current, working
capital. deposits,
credit cards)
• Universal search
• Personalized offers
Product distribution
Asset allocation
21%
Sovereign Gold
Bonds
42%
Deposits
Investment
Breakdown
14%
Alternates
Personal Finance Management
• Curated narrations and
categorization
• Search across transactions by
name, category, rail-road
• Smart filters
• Income and expense
dashboard
Service
⚫ STP service requests e.g. debit
card services, profile update,
etc.
Acquisition journeys
• 2 click deposits
• Loan application
• Credit card pre-
approved cross-sell
1 click overdraft
against FD
Business Solutions
Payments
• 3 click payment with auto-
selection of rail road
• Search based payments
• 2 step payee addition
without IFSC code
.
Auto-pay for bill payment
• QR scan for payments
11:16
Bulk payments
•
Door step collections
00:07
•
Remittances
• Credit card payments, convert
to EMI, rewards
•
cash management
services
Chat, video call & call back (in
early stage of launch)
OFC FIRST
Bank
.
Trade services
Make a transfer
Quick loan up
Pay a bill
23%
to 1,000,000
Mutual Fund
You've spent more
on grocery this week.
>
Upcoming
Explore
History
Today
Uber
Transportation\
Big Bazaar.
Start
H
Have
Pay
Owe
- *2,650,00
• Mutual funds
Deposi
Investments
- 500.00
Investment value Current value
*2,74,600
*3,10,500
Investment value C
*2,74,600
R
• Consolidated dashboard across
MFs and deposit products
• Select schemes
View details
View details
ㅁㅁ
ㅁㅁ
More
•
Digital MF KYC in 2 clicks
•
Perpetual, step-up and edit
SIP
• Choose portfolio
recommendations
based on risk profile
Integrated unified
communication across
voice, video and chat
within banking app
17
IDFC FIRST
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