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Perfo® - A complete financial self service terminal management and monitoring solution
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Download

72%
FI’s are in adoption of agent based monitoring

10%
Availability improvement of ATM Channel reported by various banks

6000+
Multivendor ATM Terminals being managed in multiple geographies

Vortex offers Perfo® - a multi-vendor ATM management software - a comprehensive solution to monitor and manage ATMs. Perfo® helps financial institutions and independent ATM deployers pro-actively manage the multi-vendor ATM fleet by providing real-time monitoring dashboards and SLA monitoring tools to maximize the business goals of higher availability, operational efficiency and customer satisfaction. Perfo® enables banks to fully comply with central bank’s regulations on transaction dispute resolution and secure archival of sensitive transaction journal records. Features like Real-time monitoring alerts/notications, automated ticket assignment to vendors & tracking their service levels, single touch dispute resolution among others, ensure decrease in turn-around time of issue resolution and an increase in overall ATM uptime / availability with a measurable increase in transaction volumes. Perfo® Mobile App enables agile action from IT, Operations, Business Teams of Central and Regional Offices of the financial institutions. The health monitoring dashboards and performance analytics empowers the operations team with clear graphical view of network-wide device status, cash status and transaction trends.

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CEO 1
Digitize ATM Management, Increase Operation Efficiency and Gain Complete Visibility

AGILE
CEO 2
Informative Dashboards to drive Cost Efficiency and make Critical Business Decisions

AUTOMATED
Collaboration between Bank,Branch and Service Providers.Increase Uptime and Swiftly Resolve Disputes

EMPOWERED

Brief Product Introduction Video
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Perfo® - Addressing Key Challenges and Problems in running an ATM network
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Regulatory Challenges:
  • Strict Central Bank regulations on dispute resolution TAT.
  • Creeping penalties against non-compliance.
Customer Satisfaction Challenges:
  • Risk of downtime and lesser availability.
  • Decrease in customer footfalls.
  • Increase in transaction failures
Cash Optimization Challenges:
  • Lack of centralized visibility of current cash position.
  • Lack of cash forecast mechanisms.
Systems and Security Challenges:
  • Security risks associated with outdated software and hardware.
  • Revenue risk due to malware attacks and fraud attempts.
Business Revenue Challenges:
  • Lack of business analytics and no clear definition of KPIs.
  • Less visibility of revenue leakage.
  • Lack of data for capacity planning.
Staff Empowerment Challenges:
  • Tedious and inefficient collaboration practices between Bank, Branch and Vendors.
  • Lack of tools to evaluate vendor performance.

Perfo® – All in one, well integrated solution
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ENABLING PEOPLE & PROCESSES  FOR EFFICIENCY & EFFECTIVENESS
Maintain Social Distancing – Monitor and Manage ATMs at your fingertips using Perfo Mobile Application.

Perfo® – An Exceptional Management Software for Self-Service Channel Management
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  • Complete rounded solution for self-service channel management.
  • Suitable for Banks, Independent ATM Deployers, ATM Managed Service Providers and other Financial Institutions.
  • Multi-Vendor Enterprise Solution – Can manage all brands of ATMs, Recyclers, Acceptors and Kiosks.
  • Monitors self-service devices using CEN-XFS standard.
  • Accepts multiple data feeds - Supports EFT Switch based monitoring also.
  • PCI DSS Validated - User access control, encrypted data store, TLS/SSL communication, periodic vulnerability assessments.
  • Integrated Analytics for Operations and Business Teams.
  • Masterly crafted over an open source technology platform.
GAIN FULL VISIBILITY & CONTROL AT THE INDUSTRY’S LOWEST TCO

Perfo® – Most Friendly User Interface
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  • Uniform navigation, easy to access intuitive screens with relevant data pointers.
  • Visualized data in the form of charts and status icons.
  • Dashboards customized for the needs of customer.
  • Very simple administration with least maintenance.
  • Standard Dashboards, Pivot Reports and Visually Advanced BI Reports.
  • Role based Access Control - User sees only the data that is relevant for his role.
  • Very easy to configure and customize.
  • Consistent look and feel on Mobile App and Web Application.
  • Mobile Application provides real time view of channel performance and instant alerts, reminder and escalation notifications.
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WELL APPRECIATED BY CUSTOMERS FOR USABILITY

Perfo® – Benefits of a complete financial self service terminal management and monitoring solution
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Enables Central Bank Regulatory Compliance related to:

  • TAT on Customer Grievance Redressal: Our single touch dispute resolution & online EJ viewer capability makes this possible. This also enhances customer satisfaction.
  • Secure Archival: Archives sensitive transaction journal records in a central repository. Enables lookup in historical transactions.
  • Software Version Control: Tracking & delivery of latest supported versions of software and patches in ATMs.
  • Security Alerts: Instant alert on ATM vibration / safe door opening / skimmer detection etc. through Mobile App notification.

Facilitates Increase in ATM Transaction Volumes (~ 10%) & Increase in Customer Satisfaction through:

  • Real-time Monitoring: Mobile App based instant alerts, reminders & notifications to initiate actions to fast-track resolution before transactions are lost.
  • Vendor SLA Management: Automated ticket assignment and dispatch to vendors & tracking their service levels.
  • Fleet Performance Management: Business Metrics and Performance Analytics across the network.

Better Return on Investment and Staff Empowerment

  • Empower Branch Managers: Enables real-time collaboration between branch operation staff and vendors through Mobile App.
  • Cost Efficiency: Delivers lowest Total Cost of Ownership through open source patronage.
BENEFITS CLEARLY OUTWEIGH THE RISKS AND DOWNSIDES

Perfo® – Comparison with EFT Switch based ATM Channel Monitoring Solutions
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Why aren’t the top financial institutions content with EFT switch-based ATM monitoring solutions?

EFT Switches are not designed from ground up for ATM Self Service Network Management. EFT Switch's primary business is to route and drive various kinds of transactions and authorize them. It isn’t prudent to expect an all round solution from a switch vendor to address your challenges in ATM Channel Operations and Performance Management. The following are a dozen necessities that an EFT Switch does not cater to in an integrated fashion.

  1. Integrated Electronic Journal Pulling
  2. Integrated Camera Image / Surveillance Video Pulling
  3. Targeted region wise advertisement screen distribution
  4. Software Patch Distribution and Version Control
  5. Uptime Monitoring and Continuous Performance Improvement through historical trend analytics
  6. Incident Management and Vendor Performance Management
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  1. Agent based Monitoring – Always alive continuous monitoring
  2. Mobile Apps to enable collaboration between Bank, Branch and Vendors
  3. Remote Maintenance, Diagnostics and Resolution Capabilities
  4. Cash Forecasting and Cash Load Work Orders
  5. Mechanisms of Integration into Reconciliation Tools
  6. Facilities and Site Management support
ONE SINGLE INTEGRATED PLATFORM TO ADDRESS THE 12 KEY NECESSITIES OF ATM CHANNEL MANAGEMENT

Features
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Journal Records Management

  • EJ Pulling / EJ Viewer

  • Dispute Resolution

  • Live EJ Transmission

  • Transaction Image Pulling

  • DVSS Video Pulling

Availability Monitoring

  • XFS Based Live Device Monitoring / Cash Monitoring

  • Live Network Dashboards

  • Remote reboot/ shutdown

  • Device Resets

  • Live Transaction / Device Fault Analytics

Cash Management

  • Cash Level Management / Reports

  • Cash Balancing

  • Cash Load Reports

  • Cash Forecasting

  • Cash Reports / Recommendation

Content and Patch Management

  • Screen / Media Distribution

  • Software Distribution

  • Patch Distribution

  • File Transfers

  • Log Retrieval

Business Analytics

  • Device Performance History / Analytics

  • Transaction History

  • Alerts

  • Reporting / Dashboard Engine

  • Performance Analytics

Incident Management

  • Tickets / Assignment

  • Escalation Rules

  • SLA monitoring

  • Reminders / Alerts

An introduction to Perfo Mobile App and Incident Management

Perfo helps you track ATM incidents and maintain uptime.
Perfo helps you resolve transaction disputes.
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Agent based monitoring & management of financial self-service terminals

Advantages over Switch Based Terminal Management & Monitoring

Agent based monitoring & management of financial self-service terminals

Advantages over Switch Based Terminal Management & Monitoring

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