Savings

Build & manage a simple, robust savings platform

Driving growth through
customer engagement

ONBOARDING

A reliable and simple process that drives consumer engagement

  • Branch and consumer driven process across multiple channels
  • Consumer experience is mobile friendly
  • All standard products available including bonds, ISA’s and of course instant access.
  • Ability to provide specialist products including help to buy ISA.

SERVICING

Automated processes that drive internal efficiencies

  • Single view of saving book
  • Automate day to day tasks
  • Full suite of regulatory reports

RETENTION

Driving retention through increase customer engagement

  • Putting consumer in control of their savings through online portal
  • Easily identifies cross selling and upselling opportunities
  • Simplifies the application process
  • Pipeline visibility improves conversion rates and planning

And of course

Comprehensive set of rules to
define system behavior

Easy to map out products and
their fee structures

Seamless integration with
internal systems

Fully configurable design to
create bespoke portals

Configure application
form

Easy registration for consumer
facing portals

Increase your productivity today

No matter what your schedule, we can accommodate your requirements.  We are available for onsite or remote demonstrations of all our products and can simply cover the basics or provide a comprehensive overview of all functionality.