Product Management:
Product Information Management: Maintain detailed product data and configurations. Base Rate Management: Adjust and manage base interest rates effectively. Multiple Product Type Support: Handle various product types with rich parameters and flexible settings. Flexible Interest Rate Settings: Implement tiered interest rate rules to reward customer engagement.
Customer Management:
Customer Type Management: Define and manage different customer types. Customer Information Management: Oversee personal information and customer profiles. Customer Level Management: Manage customer levels and their corresponding benefits. Customer Tag Management: Use tags for better segmentation and personalized service.
Account Management:
Account Information Management: Access and manage detailed account data. Account Control Management: Control account features and settings. Fast Account Opening: Enable rapid account setup with rich parameters. Certificate of Deposit Management: Manage CDs with ease.
Transaction Management:
Fund Transfers: Facilitate smooth money transfers and foreign currency exchanges. Transaction Query & Reconciliation: Query transactions and reconcile batch transactions efficiently. Transfer Fee Settings: Configure fees associated with transactions. Trial Interest Calculation: Calculate interest on a trial basis before final settlement. Batch Processing: Support batch transfers and interest settlements. Reporting: Generate comprehensive transaction and account reports.
System Management:
User Management: Handle user accounts and roles. Role Rights Management: Define and manage user access rights. Message Notifications: Set up and manage system notifications.
Goal-Oriented Savings Management with Interest Optimization: The Saving module equips users with tools to set savings goals, track progress, and maximize interest earnings. Through customizable saving plans, users can create accounts tailored to their financial goals, promoting disciplined savings and progress toward long-term wealth.
Facilitates the exchange of currencies for loan-related transactions.
Manages the exchange rates for currency conversions.
Handles the freezing and unfreezing of accounts or loans.
Manages the accrual of interest over time.
Manages savings accounts for users.
Automates the calculation of interest on savings accounts.
Oversees the rules and settings for saving interest.
Manages the creation and configuration of saving products.
Generates reports related to savings account activities.
Tracks and manages savings-related transactions.
Defines and manages limits on transactions.
Facilitates the transfer of funds between accounts.