kpo portfolio

lister technologies

Lister Technologies provides creative, cutting-edge technology solutions that enable

customers to make their enterprises adaptable, integral and efficient. Lister builds

software solutions across varied industry verticals including manufacturing, healthcare,

publishing, internet and ecommerce, telecom and education. Offering services that

include Data Warehousing and Business Intelligence, E-Business, Customer Relationship

Management, KPO including Revenue Cycle Management and E-Publishing, Lister’s

ability to deliver leading-edge solutions is in bringing together highly talented people

who are able to challenge conventional thoughts, offer different perspectives and

innovative ideas.

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This E-commerce brochure was specially developed targeting companies who are looking for E-commerce solutions. The brochure draws special focus on Lister Technologies’ E-commerce capabilities.

brochure

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This brochure showcases Lister E-Business services and offerings with a special focus on why they are the best in the industry.

brochure

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Direct Marketing Technology Services is a brochure in the series showcasing Lister Technologiesservices and offerings in this area.

brochure

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It is important for any service provider to showcase their achievements to market themselves. In this case study, Lister E-Business wing brings to focus how the web stores build for CaratLane and Jaipur Gems helped their businesses achieve impressive growth.

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SPECIALTIES

SOFTWARE EXPERTISE

Medical Manager

Misys PM

Medisoft

QRS

Vericle

Elligence

Alteer

EClinicalWorks

LoneWolf

NextGen

Medinformatix

PowerMD

Ortivus

SIS

TGI

Kareo

e-MD’s

AdvancedMD

Visionary

SilkOne EMR

Concepts

MedAct

Healthcare Revenue

Cycle Management

THE LISTER ADVANTAGE

People

The workforce at Lister is highly qualified and well versed

with the latest billing procedures and techniques. Each

biller, coder and AR specialist has an average of three

years of experience.

Quality

We at Lister adhere to international standards and

continuously work towards improving services while

offering cost effective solutions.

Partnership approach

Lister continuously adapts its engagement according to

the changing needs of clients ensuring increased flexibility

and greater competitiveness in the marketplace.

Technology for automation

We simplify the internal medical billing process by

improving communication and information sharing

while optimizing productivity at the same time.

TESTIMONIAL

We have been very pleased with your services, to date. Your

staff always respond to our requests in a timely fashion and

we have been impressed with the speed at which LISTER has

learned to use AdvancedMD.

– Chief Medical Officer, an Urgent Care Practice in

Maryland

BENEFITS

Reduce the average AR days to less than 45 days

Reduce the AR over 90 days to less than 10% of the

total AR

Increase the collection from the current level to a

higher level

Reduce Operational costs up to 40%

Focus on patient care

Lister Technologies is a decade old enterprise providing innovative and cutting-edge technology solutions for clients

across the USA, UK and APAC regions. Enjoy the Lister advantage in Health Care Revenue Cycle Management,

E-Publishing, Data Warehousing, Business Intelligence, E-Business and Customer Relationship Management.

Lister Technologies (P) Ltd.

#232,V M Street, Mylapore, Chennai – 600 004, INDIA

Tel : +91 44 42252801 • Fax : +91 44 24662806 • Email : [email protected]

USA Toll Free : +1 866-978-0521 • www.listertechnologies.com

Member

Cardiology

Endocrinology

Chiropractics

Pediatrics

Pediatric Nephrology

Ob/Gyn

Urgent Care

Pathology

Psychiatry

Pediatric Neurology

Internal Medicine

Physical Therapy

Gastroenterology

Podiatry

Emergency Room

Pain Management

Orthopedics

Rheumatology

Anesthesiology

Ophthalmology

Skilled Nursing

Radiology

Healthcare Revenue Cycle Management

Leveraging best practices, tested processes and innovative technologies, Lister partners with medical groups to create custom, process focussed solutions that are fast and accurate. Medical Groups across the USA have successfully worked with Lister to manage their operational needs enabling them to enhance revenue generation by streamlining front and back-end operations. Partnering with Lister helps clients increase flexibility in addition to saving time and resources.

We focus on providing end-to-end Healthcare Revenue Cycle Management services.

OVERVIEWSERVICES

Does back office work, claim settlements, collections and reimbursements affect your core business?

In today’s context, the term ‘Healthcare’ means a lot more than simply medicines and treatment. Over the years

healthcare has become a large premise where administration and management play a key role in the business.

At the forefront of Healthcare Revenue Cycle Management services, Lister has a track record of helping medical

groups improve cash flow through quicker claim submissions and shorter receivables time allowing them to focus on

patient care. A guarantee that is easy to verify with our free trial.

Insurance VerificationCoding by CPC’sCharge/Demographic EntryClaims Submission Payment Posting

Denial Analysis Insurance Follow-up

Leaflet draws focus on medical groups across the USA who have successfully worked with Lister to manage their operational needs enabling them to enhance revenue generation by streamlining front and back-end operations. It also focusses on how partnering with Lister helps clients increase flexibility in addition to saving time and focuses.

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SERVICE OFFERINGS


TESTIMONIAL

Fast publishing

A full range of editorial, composition and conversion

services on a customized, rapid-response basis is

provided.

E-books

Expertise in design, management, optimizing content to

device and support of e-Books production workflows has

been mastered through the years of experience.

Digital archives

In-depth experience in archiving and digitizing

newspapers, magazines and journals in various digital

formats.

Technical content solutions

Diverse experience in converting complex technical

documents, legacy documents and user manuals by

using standard and custom DTDs ensuring highest

quality standards.

Content conversion

A unique combination of technology and services is used

to digitize data that can be tagged, indexed, labeled,

searched, published and accessed via multiple digital-

end products.

Scanning and image solutions

Digitization of hardcopies, micro film, micro fiche; book

scanning and auto scanning; cropping, editing and

correcting pictures, photographs and illustrations in

various formats.

People

The E-publishing team at Lister is highly skilled, qualified

and maintains excellent proficiency in delivering foreign

language content including Danish, French, German,

Spanish, Greek & Italian besides English.

Transparent communication

Lister partners with clients to ensure the smooth

completion of project within deadlines. Its policy of

providing timely updates and regular interactions ensure

that any unforeseen bottlenecks in a project are efficiently

addressed.

Accessibility

All project managers and key member contacts can be

accessed at all times to meet necessary client requirements

even during emergency situations.


The use of technology with minimal manual intervention

at Lister ensures seamless production & timely deliveries

through its in-house auto conversion tools.

Expertise & professionalism

Lister holds an expertise in handling complex projects/

titles besides the regular ones. A detailed research is

performed on the projects and titles during the pre-

analysis stage to understand unusual patterns in advance.

Besides this, a thorough record of all project instructions

and resources are systematically maintained to avoid the

smallest room for error.

The book looks fantastic. The author and I could not be happier.

Honestly, it really looks even better than we had hoped. Thanks so

much for delivering as promised and doing such excellent work.

We understand the limitations you were forced to work with as far

as the text boxes and your solution is a good one and we have

no problems with you carrying on the same way throughout the

project. Thanks again.

– Author, Leading Publishing Company in Massachusetts, USA








E-Publishing

Are you looking for a solution that is cost effective and manages your e-publishing requirements without sacrificing quality?

With the global market witnessing rapid changes at every instant, the publishing industry is undergoing a paradigm

shift from print to digital publishing. Starting with increasing costs of production and print, the industry is making

a strenuous effort to deal with the digital content demand as opposed to print. Lister’s cost-effective e-publishing

services enable organizations to take advantage of changes in the broader business environment effectively, making

them more adaptable, integral and efficient. A lasting advantage, since Lister Technologies constantly innovates to

provide cutting-edge solutions.

Lister has specialized in e-publishing over the years by handling complex projects for various clients in the US and Europe. The Lister production process has been designed to provide reliable and qualitative data processing and content conversion services which cater to voluminous data management requirements. In addition, the Lister project management team has in depth knowledge of the typesetting and electronic publishing industry with excellent communication and coordination skills thereby ensuring error free project delivery. By outsourcing e-publishing projects to Lister, you can enhance reader experience and generate positive returns on your investment.

Quality assurance greater than 99.997% Turnaround time of 24-48 hours State-of-the-art infrastructure Proprietary project management tools Automated conversion tools

E-PUBLISHINGBENEFITS

E-Publishing

Lister has specialized in e-publishing over the years by handling complex projects for various clients in the US and Europe. Taking this further, Lister Technologies in this leaflet tells companies how by outsourcing e-publishing projects to Lister, they can enhance reader experience and generate positive returns on their investment.

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SPECIALTIES

Cardiology

Endocrinology

Chiropractics

Pediatrics

Pediatric Nephrology

Ob/Gyn

Urgent Care

Pathology

Psychiatry

Pediatric Neurology

Internal Medicine

Physical Therapy

Gastroenterology

Podiatry

Emergency Room

Pain Management

Orthopedics

Rheumatology

Anesthesiology

Ophthalmology

Skilled Nursing

Radiology

SOFTWARE EXPERTISE

Medical Manager

Misys PM

Medisoft

QRS

Vericle

Elligence

Alteer

EClinicalWorks

LoneWolf

NextGen

Medinformatix

PowerMD

Ortivus

SIS

TGI

Kareo

e-MD’s

AdvancedMD

Visionary

SilkOne EMR

Concepts

MedAct

Healthcare Revenue

Cycle Management


People

The workforce at Lister is highly qualified and well versed

with the latest billing procedures and techniques. Each

biller, coder and AR specialist has an average of three

years of experience.

Quality

At Lister, we adhere to international standards and

continuously work towards improving services while

offering cost effective solutions.

Partnership approach

Lister continuously adapts its engagement according to

the changing needs of clients ensuring increased flexibility

and greater competitiveness in the marketplace.


We simplify the internal medical billing process by

improving communication and information sharing

while optimizing productivity at the same time.

TESTIMONIAL

Lister provides a reliable and efficient medical billing service.

They have helped improve collections and lower receivables

for my clients.

– Founder & CEO, Billing Company in Florida

BENEFITS

Improve company focus

Grow without worrying about scalability

Free internal resources for focus on core areas

Eliminate “hire-replace-retrain” process

Reduce and control operating costs








Member

Medical Billing companies in the USA have successfully worked with Lister to manage their operational needs and achieve higher value relationships with their customers. Leveraging best practices, tested processes and innovative technologies, Lister enhances revenue generation by streamlining front and back-end operations. With Lister as their partner, organisations can increase their revenue by enhancing customer experience and accelerating cash flow in addition to maximizing cost savings.

Lister focuses on providing end-to-end medical billing services that are offered either as stand-alone or as a combined suite.

Healthcare Revenue Cycle Management

OVERVIEWSERVICES

Do you want to boost your revenues without worrying about additional labor costs or infrastructure spends?

Scaling up, employee turnover and rising overhead costs are the common challenges faced by medical billing companies.

At the forefront of modern Medical Billing services, Lister Technologies enables medical billing companies to rapidly

address these challenges without compromising on quality. Lister’s Healthcare Revenue Cycle Management services has

a track record of helping medical billing companies achieve faster inflows and higher collections for their customers

resulting in greater revenues without additional labor costs or infrastructure spends. A guarantee that is easy to verify

with our free trial.

Insurance VerificationCoding by CPC’sCharge/Demographic EntryClaims Submission Payment Posting

Denial Analysis Insurance Follow-up

Leaflet draws focus on medical groups across the USA who have successfully worked with Lister to manage their operational needs enabling them to enhance revenue generation by streamlining front and back-end operations. It also focusses on how partnering with Lister helps clients increase flexibility in addition to saving time and focuses.

leaflet

digital

digital

This e-mailer was designed for Diwali to wish all the stake holders of Lister Technologies.

emailer

mobius knowledge services

Started in 2002, and growing rapidly, Mobius is a global leader in the area of extracting

publicly available information, processing it to actionable business knowledge and

delivering it through value added services for global companies. They provide complete

back-office services for content-centric industries, such as business information

and e-commerce. Mobius utilizes expertise in this area combined with proprietary

technologies and methodologies that have helped clients sustain their own competitive

advantage.

Mobius approaches information generation in a rather unique fashion. This means

looking at, and beyond, the Web for collecting and validating data. By and converting

raw data to rich data, Mobius ensures that its deliverables strongly fit all relevant

business needs.

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Our Capabilities

Mobius’ Business Entity Data Services are designed to provide a “Golden Copy” of your entity database. Our core entity data services capabilities include:

Database Creation – Building entity databases of client-specified companies which can be customized by entity type, geography or any other client-specified combinations

Data Cleansing – Scrubbing of client’s existing data by de-duping, normalizing/standardizing, validation of existing data and correcting errors such as misspellings, abbreviating names etc. to provide consistent and reliable data

Data Collection & Enrichment – Enriching existing database with missing and compelling additional data

Database Maintenance – For ongoing maintenance of entity data, updates on entities existing in the database are provided along with addition/Deletion of entities

Business Entity Data – Process Flow

Mobius Can Work with Your EDM Application

Client’s System Mobius Solution

Client’s Data Management Team

+

Client’s EDM Application

SourceSystems

Data Aggregation

Aggregate Non-automated data

Validate data using Client’s business rules

Verify application generated reports (Quality Check)

Coordinating with application support team

for updating database

Data Validation Database

VPN

External Feeds

InternalDatabase

Source1

Source2

Source3

XML Data File

Web Page RSS Feeds

DeliveryEXTRACT, TRANSFORM and LOAD

Data ProfilingData Validation

Data Reconciliation

Business Rules Engine

Rule Creation

Target Mapping

QC & Data Mapping

XML

Client’sdatabase

FlatFiles

Fundamental DataLegal & Trade Name

Registration Number

Founding Year

Identifier (CUSIP, SEDOL ,ISIN)

Business Descriptions

Industry Code

Products and Services

No. of Employees

Linkage Data (subsidiaries, JVs, minority holdings)

Executive DataBoard Of Directors & Management Team

Current position

Biography

Committee Memberships

Compensation

Contact Number & Email

Location/Contact DataNational Locations

International Locations

Divisional Offices

Branches

Retail stores

Warehouses & PlantsAddress, Telephone & Fax

and URL & Email

Financial DataQuarterly & Annual Financial Reports

Company-Specific Financials

Standardized Financials

Press Releases

Trading Information

GET IT CLEAN/KEEP IT CLEAN/WITHOUT BREAKING THE BANK

DATA GET IT CLEAN. KEEP IT CLEAN. WITHOUT BREAKING THE BANK

Brochure_4_Option 1.indd 3-4 12-09-2010 15:18:20

GatherCleanse

Maintain

Shriram IT Gateway (SEZ)No.16, G.S.T Road, PerungalathurChennai - 600 062. IndiaPhone: +91 44 61002750 484/485 Pantheon PlazaPantheon Road, EgmoreChennai 600008. IndiaPhone: +91 44 61006407 www.mobius-bizinfo.com

BuSINESS ENTITy DaTaBrochure_4_Option 1.indd 1-2 12-09-2010 15:18:19

This leaflet draws focus on Mobius’ core entity data services capabilities that include database creation, data cleansing, data collection & enrichment and database maintenance.

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Corporate Linkage Data Overview

Corporate Linkage Data Service Offerings

Corporate Linkage Data – Process Flow

Linkage Data – Our Process Differentiation

DeliveryClient InputSource

XML

Client’sdatabase

FlatFiles

Regulatory Filings

Corporate Website- Press releases

Stock Exchanges- Prospectus Filings

Annual Reports & filings of related entities such as parent, subsidiaries, joint

venture partners

Collect Linkage Date from Filings

Consolidate the Data from both Website & filings

Check FilingsAvailability

Not Available

Not Available

Available

Available

Yes

No

Quality Check

100% of Data Collected

Check Data from Website

Source

HTTP://WWW

Interrelationship & percentage shareholding of:

- Parent

- Subsidiaries

- Minority Holding

- Joint Venture

Global Ultimate Parent

Domestic Ultimate Parent

Immediate Parent

Subsidiaries (Direct & Indirect)

Joint VenturesMinority Stake

Holdings

Counterparty

LINKAGE

BUSINESS

ENTITY

DATA

For ongoing maintenance of linkage data, Mobius provides:- Updates on changes in ownership stake and hierarchy levels

- Addition/Deletion of entities from corporate tree

Mobius builds and maintains databases of client-specified companies customized by:- Hierarchy levels- Related entities to be covered- Client-specified combinations

Enriching existing linkage database of client by:- Identifying missing ownership stake, indirect subsidiaries, and minority holdings

- Adding more hierarchy levels - Establishing linkages between entities within databases of counterparties, clients/ customers and other stake holders

Scrubbing of client’s existing data to provide consistent and reliable data by:- De-duping - Normalizing/standardizing- Fixing errors such as misspellings, abbreviations etc

Linkages Database Creation

Linkages Data

Cleansing

Linkages Database

Maintenance

Linkages Data

Enrichment

Process Description Comments

Data Aggregation - SourcesTypical Process Company filings and website Only direct holdings are covered

Mobius Process Filings and website of the company, its parent, sister concerns and each subsidiary of the company

Both direct and indirect holdings are covered

Data Aggregation - Filing Period CoveredTypical Process Data aggregated from most recent

filingsData available in current filings are covered

Mobius Process In the event of data not available in current filings, working backwards covering all filings

Current filings followed by historical filings to cover other relevant useful data not available in current filings

Data VerificationTypical Process analysts verify the data aggregated.

In case of incomplete/vague data found, data is either not considered or taken by judgment of the analyst

In case of vague data - chances of missing the right data or capturing wrong data

Mobius Process Verifying ambiguities from company sources (eg: sending emails to corporate relations team seeking clarifications)

ambiguity is clarified and providing accurate, comprehensive data



CleanseMaintain


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CORPORaTE LINkaGE DaTaBrochure_4_Option 1.indd 5-6 12-09-2010 15:18:21

In today’s information age managing and maintaining huge data for is a big area. This leaflet draws focus on Mobius’ capabilities when is comes to data management services.

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Your Data Challenges & Our Solutions

Integration challenges with myriad data feeds?

Need assistance achieving or maintaining a golden copy database?

Lacking resources to manage ongoing data cleansing?

We have solutions to these challenges and more...

Mobius builds, integrates, cleanses, enriches and maintains custom databases. We work with our clients on a project or ongoing basis

Our approach brings together technology and expert researchers to drive efficiencies while ensuring experts have the final say on content

Client’sdatabase

Main

tenan

ce

Data Sources

SEC Filings

Corporate Websites

Corporate Actions

Regulatory Sites

Statutory Filings

Stock Exchanges

Stock City, County Sites

Newswires

Social Networking Sites

Collect Updates having impact on Client databaseTracking Updates

from Data Sources

Data

base C

reatio

n

Client input - Data Points to be collected

Aggregate Data using manual & Automation techniques

Organizing & Normalizing Data as per Client’s specification

Identify Appropriate Sources for Data Points

XML, EXCEL,CSV Formats

Corporate Websites

Corporate Actions

Regulatory Sites

Statutory Filings

SEC Filings

Process Flow Database Creation & Maintenance

Case Study – M&A Database Maintenance – Emerging Markets


About the Client • A leading financial information provider

The Business Challenges • Capture data on deals from $1 million onwards

• Collect hard to find information on undisclosed deals

• Tracking old deals from year 2002 till date

• Inconsistent and incorrect data in the client database that need updating

Results • Identify and streamline data sources based on authenticity, accuracy, and reliability

• Creation and use of in-house tools for data capture and multiples calculation

• Use of advanced web search techniques including crawlers using deal specific keywords, geography industry etc

• Verified and validated all information in the deal database – added up to 25 data points for each deal

Benefit • Removed misclassification of deals and added up to 25 data points for each deal

• De-duped deals from the database and made it current by updating deals from year 2002

• Verified and validated the correctness of data by adding sources and links

• Developed a systematic approach by creating a SOP and sophisticated in-house front end uI


CleanseMaintain


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DaTaBaSE CREaTION aND MaINTENaNCEBrochure_4_Option 1.indd 9-10 12-09-2010 15:18:22

This leaflet draws focus on clearing the clutter and maintaining relevant data.

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RISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENT

RISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENT

ABOUT USMobius Knowledge Services is a leading provider of Content and Data Services. Since 2001, we have built a reputation of excellence delivering technology-enabled services and solutions supported by deep domain expertise to clients around the globe.

Our capabilities in acquiring, integrating, optimizing and maintaining data are tailored to meet the unique needs of our clients in content and data-centric industries. Our India-based operations centers and our round-the-clock processing enable us to provide cost-effective quality to global clients as needed.

TECHNOLOGY-ENABLED SERVICES THAT MAKE THE TACTICAL POSSIBLE WHILE SUPPORTING YOUR BIG PICTURE DATA STRATEGYYou live and breathe – your firm depends on the accuracy of its data to function. Over the past decade, you’ve invested in

to build your and help ensure the integrity of

your data banks. However, and despite your investments, . It can happen in the blink of an eye or as an incremental process over months and years. In the wake of the global financial crisis, the risk associated with inaccurate data is headline news and more visible than ever.

are increasingly complex due to inaccurate data. The risks are huge.

We think not.

At , we provide targeted, cost-effective solutions to your data problems. We specialize in helping

. We deliver incremental improvement and enable firms to

. In today’s market, the reference data imperatives are to understand the big picture, get your data clean and keep your data clean. Our technology-enabled services approach while supporting your big picture strategy.

data

technology, people and processes reference data strategy

change is constantdata goes bad

Straight through processing, compliance and risk profiles

Does your additional investment need to be too?

Mobius Knowledge Services

financial services firms build, cleanse, enrich, integrate and maintain accurate data for data types such as legal entities, securities, corporate hierarchies, company information and corporate actions

leverage their existing investments

makes the tactical possible

THE SPECIFICSMobius creates for each client based on their unique requirements. We are not a software provider. We are not an information vendor. We are a

that leverages people, processes and technology to ensure the highest levels of data integrity for our clients. Our focused offerings for the financial services sector include:

Build, cleanse, enrich, integrate and maintenance services for data types such as:Ÿ Legal EntitiesŸ SecuritiesŸ Corporate HierarchiesŸ Company Data (addresses) Ÿ Corporate Actions

We develop Custom Service Solutions for your data challenges such as concordance, database management, exceptions management, data integration, staff augmentatio, etc.

customized solutions

technology-enabled service provider

Ÿ Reference Data Services –

Custom Data Services – Ÿ

MODULAR CAPABILITIES ACROSS THE DATA LIFECYCLEOur to ensures the freshest content and highest levels of data integrity, which enable us to assist our clients with , as needed. Our

ensure that we leverage technology to automate as many tasks as possible while relying on domain experts to bring initiatives to successful closure. You gain the process efficiencies brought by technology.

modular lifecycle approach

ongoing initiatives or urgent point projectshybrid teams of software

developers and researchers

MAINTAINOngoing processes to ensure data

integrity

OPTIMIZEData/content enrichment, taxonomy,

development/enhancement

INTEGRATEData cleansing, de-duping,

standardization, validation, verification

ACQUIREIdentification, extraction, classification and storage of unstructured data from

disparate sources into user-defined formats

CONTACT

Elena ChristopherVice President, Financial [email protected]

This leaflet draws focus on Mobius’ technology enabled services that gives organizations get the big picture o data management services

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Legal Entity Data

Mobius’s Legal Entity Data Services are designed to help our clients uniquely identify entities that are involved in financial transactions or otherwise need to be tracked for risk and compliance purposes. We provide services that build, cleanse, enrich and maintain new and existing entity databases.

How to Uniquely Identify a Legal Entity

The sheer number of entity identifiers available around the globe makes it challenging to uniquely identify a legal entity. Mobius believes that identifiers should be coupled with additional detailed information about the entity to help round out its profile and ultimately ensure that it is uniquely identified. Mobius can define which attributes are recommended for uniquely identifying legal entities – or we can work with/enhance an existing meta data model.

The list given below represents the attributes we recommend as critical for uniquely identifying entities. We collect this data on behalf of our clients, using agreed primary sources, and build and maintain accurate legal entity databases.

• Registration & Related Details – Official Name, Official Name Effective from Date, Registration Authority, Registration Number, Date of Incorporation, Organization Status & Type, year Founded, Registered Address, HQ Address, Tax Authority, Tax File ID, Primary Regulator, Primary Regulator ID

• Corporate Hierarchy – Immediate Parent, Ultimate Parent, Subsidiaries, Affiliates, Joint Ventures with Stake Holdings and Hierarchy Levels

• Identifiers – Global and Vendor-specific Identifiers

Mobius Issuer Identification Process

Mobius Process for Identifying Legal EntitiesSome Key Words Used

for scraping

Fund Investment Company,

Fund Management company,

Issuing Company,

Issued by, Provided by,

the Issuer, Issued,

Asset management Company,

Offered by, Operator,

Made by, Issuing Authority,

Investment Manager

Sources

Fund NamesSecurity Description

Validate scrape output

E-mail/Tele-Verificationwith primary source

Output

Consolidate scraped &Manual output

Input

Scrapepossibility

Ambiguityin data

Scrape Data Web Research

NoYes

Yes

No

Check for Duplicates

Website

- Prospectus

- Annual Report

- Fact sheet

SEC

- Filings

- List of funds

Regulatory Authority

Stock Exchange

Input

Data Collection

Identify Full legalName of the Entity

Data Validation

Delivery

- List of Entities- Attributes to be collected - Delivery Format

- Sources to be used/ hierarchy of sources

Generate report in agreed format (XML, flat file, database/UI etc) from the Mobius UI

Identify websites of the entities usingMobius Entity website identifier

Automation – Scrape various sources using full legal name & identifier to narrow down search results

Registration details – Scrape registration authorities Registration related details – Scrape regulatory, tax authorities, & website for related details Hierarchy Data – Scrape annual reports & filings Vendor specific Identifier – Scrape vendor feeds/ database and extract exact entity matches with identifiers

Collect the full legal name of thecompany from website

Identify global identifierfor the entities

Input, aggregated data to Mobius UI for validation. UI has inbuilt check for validating various attributeslike date format, currency & country match, country code & telephone match, etc.

Customize workflow toolbased on client’s requirement

Process scrape results

Collect Data from non-scrapedsites and process exceptions

Manual process

HOW CAN YOU UNIQUELY IDENTIFY A LEGAL ENTITY?

Corporate Hierarchies

The key element of uniquely identifying legal entities is to understand their role in their respective corporate hierarchy. As part of our Legal Entity Data Services offerings, we can define the upward and downward hierarchy associated with any in-scope entity. This can include:

• Parent company, which includes global ultimate parent, domestic ultimate parent, and immediate parent

• Wholly owned and majority owned subsidiaries (both direct and indirect subsidiaries)

• Joint ventures with details about joint venture partners and their shares in the business

• Minority stake holdings of the group companies

Issuer Identification

In addition to the identification of entities, we are also able to work with lists of securities, such as funds, bonds, indices, SPVs etc. With just issue data like fund name/security description, Mobius identifies the issuing entity, scrutinizing the authentic sources supported by verification with the primary source.

GatherCleanse

Maintain


LEGAL ENTITy DATA

This leaflet yet again draws focus on Mobuis’ edge in providing data management services to maintain accurate legal entity databases

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• Mobius’ suite of Security Master Services is designed to help firms create, cleanse and maintain accurate and comprehensive securities data.

• Offerings are available as a solution bundle or individually.

Security Master Data Cleansing – Process Flow

Security Master Services

Security Master Data OverviewEquity , Fixed Income and Derivatives Securities

Security Master Creation

Security Master Cleansing

Security Master Ongoing Maintenance

Mobius builds master files of client-specified securities. We cover a broad range of securities, which can be customized by:• Geography • Asset type • Client-specified combinations

No matter how inconsistent and incomplete the security master file is, Mobius cleanses and enriches the securities data, to provide a “Golden Copy“ of Client’s security master data

For ongoing maintenance of security master, Mobius provides: • Timely updates on existing securities

in the client’s master file • Alerts on issue of new securities to

evaluate it for investment decisions

Identifiers Issuer Data

Primary Identifier• Country-specific

identifiers (uS-CuSIP or uk-SEDOL)

• International Securities Identification Number(ISIN)

Secondary Identifier• Ticker symbol

Background Data• Issuer name,

industry codes, business description, location data

Financial Data• As-reported and

standardized summary of financial data

Terms and Conditions of securities

Basic Terms• Security name and description• Asset type and sub type• Data specific to fixed income such as original

coupon rate, first coupon date, maturity date, payment and accrual type

Specific Conditions• Issue and redemption conditions• Conversion, coupon conditions and reset

features

Security Master File to be cleansed (in any format)

Customize Mobius in-house tool as per client’s requirement

Client will specify data points and sources to be covered in case the tool needs to be customizedImport client’s master file into Mobius tool (File1)

Mobius aggregates and validates the data points for list of securities in the client’s master file irrespective of status of data available in the security master file

Feed the data collected by Mobius using automation and manual approach (File 2)

into the tool

Mobius tool compares both the files available in its system and provides comparison report

Compare and match Mobius output file (File 2) with Client’s input file (File 1)

Client Input

Differences in files 1 & 2

Export data from the tool to client specified format file

In case of mismatch between both files: Update the

correct data

In case of new data found:

Update the new value

In case of no data found: Check for data again and update, if found

From the comparison report, check for difference in file 1 & file 2 for each security and its data points (new data / updates identified by Mobius)

Generate consolidated file using the toolQuality Check

Output- Cleansed golden copy of securities data - Report on Mobius updated data to Client’s input file along with data sources

Analyze the comparison results of both the files Analyze the nature of difference from second level Quality Check



GatherCleanse

Maintain


SECuRITy MaSTER SERVICESBrochure_4_Option 1.indd 13-14 12-09-2010 15:18:23

This leaflet showcases Mobius’ suite of Security Master Services that is designed to help firms create, cleanse and maintain accurate and comprehensive securities data.

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This backdrop was designed for one of Mobius’ events showcasing why they are the best when it comes to Reference Data Management Services.

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about:

Purple Mango is an India based creative company offering Branding, Advertising and Marketing communication Services for Business & Entertainment houses across the world.Our sole objective is to be exceptional creative partners. We do this by working effectively to deliver solutions that bring tangible business benefits and build long term business value. In other words, solutions that are about maximizing business performance.

our approach:

The cornerstone of our approach is a commitment to listen. Rather than approaching you with preconceived, pre-packaged solutions, we invest time in understanding your particular challenges and goals. Leaning on our vast experience, we then adapt our methodology just for you. Because you always come first, everyone in the organisation is accessible to you whenever you need us.

our offerings:

Purple Mango provides a seamless integration of analytical, creative and operational skills. We create a tailor-made program for each brand and marketing communications project drawing on the following areas of expertise:

a. branding, advertising and marketing communication

At Purple Mango we are passionate about building great brands. The power and substance of Purple Mango’s communication solutions come from our years of experience, intuition and insight combined with the research and development process that we undertake before a pen ever touches paper.

We strongly believe strategy is the birthplace of big ideas. And big ideas help you connect with the diverse audiences who can make or break your business.

branding: brand name, brand image & positioning, corporate identity, brand manual, rebranding

marketing collaterals: advertisement, print collateral, television commercial, merchandising, point of sale, package design, event collateral, corporate AV, radio spot

digital marketing: website, web banners, e-mailers, search engine optimization, social media marketing, games, mobile content

profile

b. brand asset management

Our Brand Asset Management solution allows marketing departments to capture, store, retrieve, and manage digital content. Thereby allowing them to maximize investments and leverage technology to improve brand effectiveness, brand consistency, and return on marketing investments.

To enable our clients to effectively manage their digital brand assets, Purple Mango has partnered with leading organizations to offer world class brand asset management solutions. Easy to use and fast to implement, our brand asset management solutions will be of huge help to brand-driven global companies who understand the full value of their digital assets - enabling faster production and distribution of marketing materials and ensuring global brand consistency.

c. creative outsourcing

The abundance of creative talent, highly educated specialists, understanding of western culture and low cost make India ideal for creative outsourcing. Our creative outsourcing solutions are geared for organizations looking to leverage on international competencies.

In addition, Purple Mango can act as a creative sharing partner for advertising & digital agencies, media & production houses to bring in significant cost savings to their operational expenditure and client’s marketing expenditure, thereby increasing their work volumes, competitiveness and profit margins.

print•corporateidentitydesign•brandmanagementprogram - campaign management - brand compliance & execution•marketingcollaterals•exhibitdesign•packagingdesign•retailenvironmentdesign•magazine/periodicalsdesign

multimedia & interactive services•websitedesign&development•staticwebads•animatedGIFads•flashads•HTMLemailers•flashpresentations

ad production services•newspaperadproduction•magazineads•yellowpageadproduction•static/flash/gifads

graphic production & support•standardisationofartworks•artworkadaptation•artworkamends•templatedrivenartworks•logorecreation

•imageediting - tracing, clipping paths and masking - image clean-up - image re-touching, enhancement

and manipulation

premedia services•colormanagement•printreadyfiles•preflight

presentation services•worddocument•powerpointdocument•exceldocument

writing services•copywriting•businesswriting-casestudies,

communication, management, cultural issues

•journalisticwriting–news,social,travel•magazinearticles•mewsletters•bookreviewsandsummaries•whitepaperresearchandwriting•technicalwriting–softwareandtraining

manuals, guides, quick start tutorials •productdescriptions/reviews•editing•proofreading

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management teamagastalin koil bose - managing director

Sixteen years of experience in advertising and three plus years in creative offshoring. Extensive knowledge of branding and communication. Deep understanding of conventional and new media vehicles. Handled a wide array of clients like Standard Chartered Bank (Bahrain), Saint Gobain, Bajaj Auto, Caterpillar, Star Vijay TV (Regional tamil channel of Star group) and Utopia Inc (USA) during his stint in advertising. Held management positions in Williams Lea and Express KCS before starting Purple Mango Creative Solutions. Worked on accounts such as Pfizer, AXA, BAC, HBoS, R&SA in Williams Lea. Was instrumental in strengthening the Williams Lea creative offshore team and growing the delivery team from 6 to 50 in two years. A strong believer in building mutually beneficial partnership with clients and establishing the right processes to deliver quality work on time.

karthik jeganathan - director, account planning

Over five years of experience in marketing communications and online marketing having handled multiple clients in industries such as hospitality, healthcare, education, FMCG,KPOandpublishing.Solelyresponsibleforthedeliveryofmarcomprojectsforclients such as Saint Gobain, Caterpillar, MIOT Hospitals and Maveric Systems. Prior to starting Purple Mango Creative Solutions (P) Ltd, Karthik oversaw the online marketing of two eBay stores and served as a consultant to a UK based creative agency. Skilled in managing teams, planning and project delivery.

lalitha bhagavathy - director, opportunity management & client engagement

Seven plus years of experience in advertising and creative offshoring. Hands on experience in Advertising, Direct Marketing, Brand Promotion, Brand Activation. Managed various project delivery teams for clients such as Aviva, AXA and BAC in Williams Lea Creative offshore. Prior to establishing Purple Mango Creative Solutions, Lalitha was responsible for handling integrated marketing communication programs for clients such as Citibank, K7 computers, Bharat Matrimony. In summary, an individual with well-rounded ATL & BTL experience, skilled in managing teams directing and motivating them towards achieving individual & business goals.

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