System makes a profile with all the information about the client. We developed all the necessary tools for customer relationship management (CRM) including personal notifications and massive messages. All the profile fields are user-definable. Possible online subscription.
Implemented log in with mobile signature - the most convenient and safest way to join the system.
All accounts are opened as multicurrency IBAN accounts. In this module system gives us an overview of account balance, reserved sums and transaction status. Possible to look through and print a various period statement of account.
Possible to place and manage multicurrency deposits. Signing and terminating a deposit agreements is implemented through mobile signature service. Managing deposits include choosing the sum, period and schedule of interest payments.
System provides the full path for loan making - from credit application management to loan agreement management. For clients, system gives an overview of their loan schedules, upcoming payments, printing a statement, making a request, receiving answers.
System has a direct integration with SEPA, so it provides local and international SEPA payments. For a quicker workflow system users can create payment templates and automatic group payments.
Integrated online application for a „Mastercard“, card management (activation, blocking, changing limits etc.), checking card account statements and transaction history.
We have a mobile app so users can overview account statements, make inter-account or SEPA payments and create templates for payments on their devices. It is an easy and convenient way to manage finances.
This module provides the following functionality: uploading documents and signing them with mobile signature, creating individual forms for collecting necessary data and information.