Room 2202, 22/F,
Mega Trade Centre,
1 Mei Wan Street,
Tsuen Wan, New Territories

Tel: 91375571

Quote Number h-q2020202020060581321
Quote Date 28.04.2021
Total $85,800.00
Acquest Research Limited

Online customer services and engagement  - 12 months subscription fee

Hrs/Qty Service Rate/PriceAdjustSub Total
1 Setup, Customization, Configuration and Migration

(a) Setup and Implementation:
(i) Setup and implementation of iFinGate C+ remote compliance and customer relationship management system;
(ii)Enable functions on AI screening of sanctions and Politically Exposed Persons ('PEP') screenings, Anti-Money Laundering ('AML') / Counter-Terrorist Financing ('CTF') screenings, litigation checks
and 24-7 AI-news monitoring;
(iii)Enabling CRM functions on the customer, transaction and task scheduler up to 5000 capacity of customer records.

(b) Customization:
(i) Customization of iFinGate C+ data fields including customer data fields, transaction data fields and task schedule data fields.
(c) Configurations:
(i) Module configuration on the setup of up to existing customer profile
(ii)Module configuration on the setup of user Profile for
iFinGate C+

(d) Data migration:
(i) Data migration from client's existing
system/record in mutually agreed format.

1 Training and Support

(a) Online / face to face staff training on iFinGate C+
for 2 hours.
(b) Category C Technical Support for 6 months(Response time within 3 business days).

Sub Total $85,800.00
Tax $0.00
Total $85,800.00

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