|
|
|
| FEATURES |
 |
| Corporate features |
| Other Services |
|
|
|
| > |
Foreign Exchange Rates |
|
> |
Paper Document Requests |
| > |
Balance Statements |
|
> |
Order confirmations |
| > |
Account Activity |
|
> |
Download Excel, HTML, PDF |
| > |
Activity Log |
|
|
|
| Files |
|
|
|
| > |
Payment and collection files management |
|
|
|
|
| IVR features |
| > |
Current Accounts - Balance, Transactions |
|
> |
Transfers - Intrabank, Domestic |
| > |
Credit Cards |
|
> |
Term Account Creation |
| > |
Fax Request |
|
> |
Other Features - Text-to-Speech |
| > |
Change Password |
|
|
|
|
| Call center features |
| > |
Integration with Contact Center Solutions |
|
> |
Online helpdesk with session sharing |
| > |
Management Reporting |
|
> |
Execute operation on behalf of clients |
| > |
Auditing |
|
> |
Secure channel – user must provide 2nd level password (3 chars of 7), tokens or other security measure |
| > |
Impersonate any kind of user |
|
|
|
|
| OFX Server |
| Enables Integration with Personal Finance Management applications |
|
Online statements download |
| > |
Microsoft Money |
|
> |
DDA accounts |
| > |
Intuit Quicken |
|
> |
Time deposits |
| Solution certified by Microsoft |
|
> |
Credit Card Accounts |
| Success Stories |
|
> |
Loan or Mortgage accounts |
| > |
Millennium BCP, Portugal |
|
> |
Investment Accounts (stocks, bonds, mutual funds, etc.) |
| > |
Banco Santander Totta |
|
|
|
|
| Backoffice |
| > |
Store & Forward Management |
|
> |
Registration process workflows |
| > |
Business Auditing |
|
> |
Helpdesk functionalities |
| > |
Manual Orders Workflows |
|
> |
User management |
| > |
Business and system monitoring services |
|
|
|
|
|
|
|
| FEATURES |
|
| Retail Features |
| > |
Accounts, assets and liabilities management |
| > |
Cards, Loans, Checks |
| > |
Document requests |
| > |
Brokerage House |
| > |
Investment funds |
| > |
Multi-currency |
| > |
Auctions |
| > |
Configurable user profiles limits and preferences |
| > |
Intra-bank, Domestic and International transfers |
| > |
Payments |
| > |
Preferred beneficiaries |
| > |
Standing Orders |
| > |
Direct Debits |
|
|
|
|
| Corporate Features |
| > |
Current Accounts |
| > |
Upcoming Payments |
| > |
Intra-bank, Domestic and International transfers |
| > |
Timed transfers |
| > |
Standing Orders |
| > |
Beneficiaries |
| > |
Time Accounts, Cards, Loans |
| > |
Multi-user |
| > |
User account and profile management |
| > |
Multi-level, rule based, configurable authorizations |
| > |
Rules by transaction, account, ammount, user role, currency |
| > |
Assets & Liabilities |
|
|
|
|
|