Key Features

  • Desktop and mobile enabled
  • Pre-fetches customer and third party data
  • Downloads prior application data
  • Captures assets, liabilities, income and expenses
  • Auto displays running net worth, GDS and TDS totals
  • Provides automatic payment calculations
  • Displays and prints a full personal financial snapshot
  • Seamless integration with core banking systems, CRM systems and thirdparty systems
  • Customizable with institution code layer
  • Self-configurable with management user interface
  • Single sign-on authentication
  • Monthly updated address data
  • Document generation and packaging

Key Benefits

  • Easily gathers and displays customer financial data quickly
  • Collects accurate and meaningful financial data
  • Easy to use (requires little to no training)
  • Eliminates data errors
  • Improves customer satisfaction metrics
  • Increases user efficiency and productivity
  • Optimizes time, resources, opportunities and revenues