Savings Management

Create a new savings account and receive the first deposit from the client in under two minutes:

  • Open and close savings accounts with ease, using a simple, user-friendly interface.
  • Perform transactions including deposits, withdrawals, transfers between accounts, and more.
  • Implement mandatory savings on demand.
  • Streamline work with worry-free end-of-day processes.
  • Upload and track scans of official documents such as ID cards and business licenses within the system.
  • Readily manage term deposits.
  • Event tracking in a dedicated tab enables you to monitor and print transaction histories.

 

Savings Management Page

Event Tracking Page

Savings Product Definition