Give customers a clear way to request savings and investment products while admins monitor plans, deductions, approvals and transaction records from the dashboard.
Support recurring savings plans that help customers build balances over time from their banking account.
Keep investment activity organized with admin review, customer visibility and transaction records.
Customers can request plans from their dashboard while admins control product visibility, approvals, deductions, maturity details and transaction records from the back office.
Customers choose FDR, DPS or investment options from the account area.
Staff approve, decline, fund, update or monitor each plan.
Balances, history and plan status stay connected to the banking dashboard.
Create and manage available investment products from the admin dashboard.
Keep plan purchases and deductions tied to customer balances and transaction history.
Track plan status, maturity information and customer activity from one secure banking system.
Customers can start from the dashboard while admins review plan requests, deductions, status updates and records from one secure control center.