FinnSys Software | ARM Fintech Consultants Pvt Ltd - Blog #APIintegrationFinnSys Software | ARM Fintech Consultants Pvt Ltd - Blog #APIintegrationhttps://www.armfintech.in/blogs/tag/apiintegrationFri, 03 Apr 2026 07:05:29 -0700http://zoho.com/sites/<![CDATA[Getting Started with your ZOHO Set Up ]]>https://www.armfintech.in/blogs/post/getting-started-withStep 1 : Think about the modules in your Business Leads Clients Associates Vendors( AMC , RTA etc) Task Deals/ Transactions Meetings/ Appointments All Staff ]]>

Step 1 : Think about the modules in your Business


Leads

Clients

Associates

Vendors( AMC , RTA etc)

Task

Deals/ Transactions

Meetings/ Appointments

All Staff E mails / Desk

Proposals

Marketing : Survey, Feedback, Campaign - Whatsapp or E mail or Social Media, Blogs, Videos


Step 2 : Create your Pain Area and Automation requirement in each of these modules

Leads :

  • You will import all bulk leads and then keep adding to your references or any prospect in the lead section
  • Must have an automation of sending an introductory whatsapp or E mail or both at the time of addition
  • Automatic task should be created to follow up on the lead - 5 days, 15 days and then 3 months and then 6 months and then 1 year etc till when it gets converted or gets into junk
  • As a staff you want to see the leads mapped to you
  • As an admin you need to see the report of total lead vs converted leads, junk leads, pending leads etc
  • You have to decide at which stage you will move a lead to client section

Clients

  • You will import all existing clients from your MF Software or you can fetch through API
  • You will choose an unique identifier to know that these are converted clients
  • You will choose the unique identifier to know that these are yet to be converted clients ( under progress)
  • Must have an automation of sending a welcome message/mail on 5th day then training message on 30th day, then review reminder on 90 days etc
  • Automatic task should be created to follow up on 3 months, 1 year , birthday etc
  • As a staff you want to see the customers mapped to you
  • As an admin you need to see the report of total customers vs active customers, dormant customers etc

Task

  • You should get into a habit of assigning task to any of your staff through ZOHIO task management
  • You should get into habit of creating task for yourself also
  • You should check total task status - pending, completed etc

Deals/ Transactions

  • You should create Deal for every thing - unit sell or Unit repurchase
  • You should record the discussion on every deal

Meetings/ Appointments

  • You should create meeting link for every online discussion with customer for a recorded discussions
  • You may share the recording links with your customer

All Staff E mails / Desk

  • Create a single E mail ID and map in ZOHO
  • Manage all your E mails at one place
  • Assign auto or manually the tickets to each RMs or support executives

Marketing : Survey, Feedback, Campaign - Whatsapp or E mail or Social Media, Blogs, Videos

  • Create Zoho Campaign page
  • Create Zoho Sites
  • Create Zoho Blogs

Step 3 : Fill up our survey Questions and send us to get your Set up ready !

Marketing : Survey, Feedback, Campaign - Whatsapp or E mail or Social Media, Blogs, Videos



]]>Sun, 14 Jul 2024 07:58:43 +0530<![CDATA[ZOHO Set Up & Integration Services]]>https://www.armfintech.in/blogs/post/zoho-set-up-servicesFAQ about ZOHO CRM and our Set Up Services/ Training Services Q : How do I get Started with Zoho CRM ? Zoho CRM is one of the application of Zoho One ! ]]>



FAQ about ZOHO CRM and our Set Up Services/ Training Services



Q : How do I get Started with Zoho CRM ?

Zoho CRM is one of the application of Zoho One ! You need to subscribe for Zoho One and then start activating the applications you need like- ZOHO CRM for all your clients, Sales, task and deals management; ZOHO DESK for all your E mail management , ZOHO Meetings for all your Online meetings ; ZOHO Bookings for managing your training calendars etc. You can Start ZOHO One subscription with 30 days Trial version and can take our paid services to get it arranged according to your business need - approximate Rs 25000/- for one time set up


Q : What kind of Set Up Services do you provide ?

We provide a total of around six ( 6 ) sessions to provide you complete set up. In our first session we connect with you and explain all the available apps of ZOHO and decide upon the key applications you want to use. Then we start the Set up process in terms of - Modules creation, Work flow creations, E mail Templates creation , Whatsapp Template creation and Whatsapp Integration ( WATI).


Q : How do I get my team trainings ?

During our initial set up process you can involve your team for basic understanding of the ZOHO as a CRM. IN case you enquire more trainings then please let us know about the same, we will discuss the modalities.


Q : Is ZOHO meant for all type of Business? Do you provide set up and trainings for all type of Businesses ?

Yes, ZOHO is meant for all type of business. We provide Set up and training facilities for Mutual Funds and Financial Product distributors only


Q : Does it cover all my Due Diligence (DDQ) requirements as a Mutual Fund Distributor ?

Yes, our ZOHO One Set up covers up all your Due Diligence requirements from Front end to Back end


Q : Can I integrate my existing MF Software like - Finnsys, Investwell, redvision etc into ZOHO ?

Yes, you can integrate your existing Mutual Fund Software into ZOHO by way of API. We charge around Rs 1.5 Lakhs for one time set up and integration of such APIs. However you can easily work in ZOHO without integration also through manual import of datas from your existing MF Software.


Q : What is the approximate subscription charges for ZOHO One ?

Its around Rs 2500 plus taxes on monthly subscription and may be Rs 1800 pm if paid annually. Please check the pricing at : https://www.zoho.com/one/pricing/


Q : How do I know what's the right edition for me?

Enterprise edition is the best for any Mutual Fund Distributor


Q : Are you a ZOHO affiliated Franchise or Distributor ?

No. Nor me nor my company is associated with Zoho in any ways. I am a Mutual Fund Coach and DDQ expert. I just train people in terms of proper set up and provide my handholding in terms of using ZOHO CRM effectively. My service charges are independent and optional . Please take this short survey to check our service charges : https://www.armfintech.in/blogs/post/getting-started-with


Q : How can I leave ZOHO ?

You are not bound by any contracts or commitments. Zoho CRM is a pay-as-you-go service (monthly or yearly), so you can make changes to your plan whenever you need to, and upgrade or downgrade at will.


Q : How can I reach you ?

You can show your intent to get our full services related to ZOHO Set Up, Whatsapp integration and team trainings at : abhinesh.k@icloud.com or simply send a Whatsapp message “ Hi, I am interested in Zoho Set Up’ at : 83187 92030

Visit our website for more product details : https://www.armfintech.i

]]>Sun, 14 Jul 2024 05:52:41 +0530<![CDATA[Advantage of integrating NSE NMF II APIs]]>https://www.armfintech.in/blogs/post/advantage-of-integrating-nse-nmf-ii-apisThe video is a part of our regular training sessions delivered under Finnsys Academy ]]>

Watch this comprehensive video to learn all about NSE NMF II API integration with Finnsys Software and see the live demo of its key advantages

The video is a part of our regular training sessions delivered under Finnsys Academy

Watch Now
]]>Thu, 25 Jan 2024 02:16:10 +0530<![CDATA[Get Started with your own Mobile App - Android & IOS]]>https://www.armfintech.in/blogs/post/get-your-own-mobile-appCreating apps is high on the agenda for the fintech industry. Everyone’s thinking about how their business can make use of fintech: digital banking, personal finance, investment apps, blockchain etc...]]>

Creating App is high on the agenda for the fintech industry. Everyone’s thinking about how their business can make use of fintech: digital banking, personal finance, investment apps, blockchain etc... It’s a quickly growing space and companies that don’t embrace technology are going to get left behind. Are you ready to embrace fintech?

What does API stand for?

Creating a mobile app for MF distribution with a focus on portfolio reporting, fund selection, and ease of investments through secured APIs is a great initiative. To enhance customer engagement, here are some smart tricks you can consider while developing your app:

1. User-Friendly Interface: Design a clean and intuitive user interface that is easy to navigate. Make sure the app is visually appealing and provides a seamless user experience.

2. Personalized Notifications: Implement personalized alerts and notifications to keep users informed about important updates regarding their investments, such as NAV changes, dividend announcements, and portfolio rebalancing suggestions.

3. Portfolio Valuation and Performance Tracking: Offer comprehensive portfolio valuation tools and performance tracking features. Provide visual representations of investment growth, asset allocation, and historical returns to help users understand their portfolio's performance.

4. Goal-Based Investing: Incorporate goal-based investment features that allow users to set and track their financial goals. Provide recommendations on suitable funds based on their objectives and risk appetite.

5. Fund Research and Selection: Offer detailed information on mutual funds, including their historical performance, expense ratios, fund manager details, and investment strategies. Provide intuitive search and filtering options to help users find the right funds.

6. Investment Calculators: Include interactive calculators that help users estimate the potential returns, risk, and tax implications of their investments. This can assist them in making informed decisions.

7. Investment Reminders and SIP Tracking: Enable users to set investment reminders and track their systematic investment plans (SIPs) to ensure timely contributions and disciplined investing.

8. News and Market Updates: Integrate relevant financial news, market updates, and expert insights to keep users informed about the latest trends and developments in the mutual fund industry.

9. Secure and Seamless Transactions: Implement robust security measures and seamless integration with payment gateways to ensure safe and hassle-free investment transactions. Emphasize the security protocols in place to instill trust in users.

10. Customer Support and Feedback: Provide easy access to customer support channels within the app. Encourage users to provide feedback, suggestions, or report issues, and promptly address their queries or concerns.

Remember to comply with regulations and avoid presenting your app as a Registered Investment Advisor (RIA) or Direct Plan Advisor. Emphasize the value-added services your app provides, such as portfolio reviews, rebalancing suggestions, and portfolio valuations, rather than focusing on self-help processes that may involve fees or brokerage.

Some important 3rd Party APIs to be used in your MF App

Most of the MF distribution application need following APIs to make it useful and customer friendly :

 

  • NSE NMFII API : For enabling Online transaction in your application
  • BSE Star MF API : For enabling Online transaction in your application
  • MFU Utility API : For enabling Online transaction in your application
  • CAMS E KYC API : For creating Online KYC for new On boardings
  • Advisor Khoj/ Morning Star etc : For presenting scheme wide data and charts
  • PaySprint/ Bill Avenue etc : For enabling PAN card creation, Online payments and other Bill Payments
  • Policy Anchor/ Policy Bazaar etc : For presenting Insurance Quotes and comparison along with Online buying
  • Finnsys 360 API : For presenting complete customer data through RTA feed

How to get these APIs ?

We realised that around 500 features make up about 80% of all software . Our team of experts manage the entire process so you can be sure your software works exactly as you envision. Optimise internal workflows, simplify payment systems, and much more. Predictive fraud prevention Prevent damage to both your company and customers.  State of the art algorithms detect and automatically block unwanted activity. 


Comprehensive logs : When launching any fintech applications you need to store detailed user information. We make it easy to track user actions, device data, and geolocation. 


Powerful data analytics : Our AI can dive into your user data to identify trends you can use to generate greater revenue. Our data visualisation tools make it easy to see exactly what users are doing.


Easy integration : All the services you expect are just a few clicks away. Our no-code solution lets you easily and securely work with other payment and service providers. 


Guaranteed price upfront : It can seem a long, expensive road from your idea to completed software. Not with us. Your price never goes up – if it’s done quicker, you pay less

Can we get Counselling for our App ?

We provide our senior resource for Rs 25000/- one time , for a complete counselling session on the app building. Such session consist of 4 classes and it will help you in creating a sketch of your project. This session does not put you into any obligation to get the mobile application build through us. 


Drop a message in our contact section, we will get back to you for more details. Follow us on your favourite Social Media

]]>Fri, 23 Jun 2023 22:02:15 +0530<![CDATA[Build a Great App by using external API]]>https://www.armfintech.in/blogs/post/about_api_integrationAPIs are mechanisms that enable two software components to communicate with each other using a set of definitions and protocols. For example, the weather bureau’s software system contains daily weather data...]]>

APIs are mechanisms that enable two software components to communicate with each other using a set of definitions and protocols. For example, the weather bureau’s software system contains daily weather data. The weather app on your phone “talks” to this system via APIs and shows you daily weather updates on your phone.

What does API stand for?

API stands for Application Programming Interface. In the context of APIs, the word Application refers to any software with a distinct function. Interface can be thought of as a contract of service between two applications. This contract defines how the two communicate with each other using requests and responses. Their API documentation contains information on how developers are to structure those requests and responses.

Some important 3rd Party APIs for a Financial Services App

Most of the MF distribution application need following APIs to make it useful and customer friendly :

 

  • NSE NMFII API : For enabling Online transaction in your application
  • BSE Star MF API : For enabling Online transaction in your application
  • MFU Utility API : For enabling Online transaction in your application
  • CAMS E KYC API : For creating Online KYC for new On boardings
  • Advisor Khoj/ Morning Star etc : For presenting scheme wide data and charts
  • PaySprint/ Bill Avenue etc : For enabling PAN card creation, Online payments and other Bill Payments
  • Policy Anchor/ Policy Bazaar etc : For presenting Insurance Quotes and comparison along with Online buying
  • Finnsys 360 API : For presenting complete customer data through RTA feed

How to get these APIs ?

All these APIs are available at free or reasonable annual charges, from the respective entities. We provide full support in getting these APIs in case the app development is done by us. APIs are classified both according to their architecture and scope of use. We have already explored the main types of API architectures so let’s take a look at the scope of use.


Private APIs

These are internal to an enterprise and only used for connecting systems and data within the business.

Public APIs 

These are open to the public and may be used by anyone. There may or not be some authorization and cost associated with these types of APIs.

Partner APIs 

These are only accessible by authorized external developers to aid business-to-business partnerships.

Composite APIs 

These combine two or more different APIs to address complex system requirements or behaviours.

Can we get Counselling for our App ?

We provide our senior resource for Rs 25000/- one time , for a complete counselling session on the app building. Such session consist of 4 classes and it will help you in creating a sketch of your project. This session does not put you into any obligation to get the mobile application build through us. 


Drop a message in our contact section, we will get back to you for more details. Follow us on your favourite Social Media

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