Banking & Finance • Shatam Product
Technology for structured, efficient banking operations.
Banking Operations Software supports day-to-day banking workflows through centralized information management, process digitization and operational visibility — so routine work is consistent and management always has a current picture.
Business Need
Back-office banking trouble is rarely one broken process. It is a dozen small ones, each handled slightly differently depending on who is doing it that week.
Scoped against your existing core system, your approval policy and your deployment constraints before anything is committed.
Capabilities
Each workflow is mapped to how your institution actually operates, including the maker-checker and approval levels your policy requires.
Digitize defined banking operational workflows end to end.
Keep relevant operational records in one structured system.
Support consistent handling of routine operational activities.
Enable controlled, role-based access for authorized users.
Provide operational information for supervisory and management review.
Can be evaluated for integration with core banking and other systems.
Business Value
The gain is consistency: the same task handled the same way by every person, with a record of who did what and when.
Implementation
We do not switch a whole bank over on a Monday morning. Banking rollouts run department by department, with the existing process available until the new one has earned trust.
Current workflows documented as they are actually performed, not as the operations manual describes them
Authority levels, maker-checker rules and escalation paths configured to your delegation policy
Deployed to one department or branch first, extended only once it is proven there
Officers and supervisors trained separately, each on only what applies to their role
Support through your first internal audit after go-live, then enhancements under AMC
Technology Partnership
Banking requirements move when regulation does. These are the areas we most often extend after go-live.
Data exchange with your CBS through APIs, scheduled file transfer or direct database reads, depending on what your core system exposes.
Reports shaped to the formats your regulator and internal audit actually ask for, rather than generic exports someone reformats by hand.
Maker-checker and authority levels adjusted whenever your delegation of authority is revised.
No. It is designed to support and structure operational workflows around your existing systems rather than replace a core banking platform.
Integration requirements are assessed during scoping. Where APIs or data exports are available, integration is generally feasible.
Role-based access is configured so each user sees and acts only on the records relevant to their responsibilities.
Yes. The workflows are configured to your institution's size and processes, which makes it practical for smaller and regional institutions as well.
Ongoing support and enhancements are provided under an annual maintenance contract.
More Products
Tell us which operational process is costing your team the most hours each week, and we will walk through exactly how the system would handle that one.
Email: shatam@shatam.com | WhatsApp: +91 95611 87575
