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

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.

Digitize ATM Management, Increase Operation Efficiency and Gain Complete Visibility

AGILE

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

Perfo® - Addressing Key Challenges and Problems in running an ATM network

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  • Security risks associated with outdated software and hardware.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.

Perfo® – All in one, well integrated ATM management solution

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

  • 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 User Friendly ATM Management System

  • 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.

Perfo® – An Exceptional Management Software for Self-Service Channel Management

  • 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.

Perfo® – An Exceptional Management Software for Self-Service Channel Management

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 and content distribution
  4. Software Patch Distribution and Version Control
  5. Uptime Monitoring and Continuous Performance Improvement through historical trend analytics
  6. Incident Management and ATM Vendor SLA Monitoring
  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

Features

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