Woman using financial app on couch

Retail banking

Click. Swipe.
Deposit. Welcome to Modern Banking.

The way we bank is evolving. Today’s users require digital-first, future-ready financial solutions to access and manage their finances.

Account management customizable dashboard

Account Management

Simplified and engaging

Whether viewing account balances, toggling between alerts and notifications, monitoring transaction activity, or managing family members, we make account management easy, quick, and personalized—across all devices.

Increase user engagement and loyalty by delighting users with an exceptional digital experience for self-serve tasks, freeing up time for your operations staff to focus on other responsibilities.

Customizable dashboard
Account management customizable dashboard

With a purposefully engaging design, the customizable dashboard provides users with all of their banking information in one easily accessible location. Increase user satisfaction with a single-page, fully customizable dashboard to quickly view account balances, monitor transactions, complete tasks, and find new products or promotions.

Profile management
Account management profile management

Give your users control over their digital banking experience with full autonomy over their settings and preferences. Users can easily upload profile pictures, set alert preferences, choose preferred authentication methods, and track their own digital banking activity.

Alerts
Account Management Alert screen

Stay connected with users while reducing branch visits and customer service calls with automated, user-configured alerts. With the ability to independently manage how and when they receive alerts for transactions, balances, or transfers, users will be kept safe and secure from fraud.

Account reports
Account reports

Equip users with data and insights via personalized account reports, which give users a 360° view of their transaction data and insights into their spending and savings habits.

Self-service
Self service

Users have full control over their finances and transactions. From initiating Skip-a-Pay for specific loans, to managing CDs at maturity, or signing up for eStatements, provide your users with a broad array of self-service options that eliminate the need to visit a branch or call your customer support team.

Mobile widgets
Mobile widgets

Provide speed and convenience at the push of a button on a mobile phone, tablet, or smart watch to quickly view account balances without opening the digital banking app.

Money transfers

Money Movement

Versatile and flexible

Help users stay financially connected with versatile money movement options that are easy, safe, and secure.

Increase your institution’s efficiency with fewer manual workflows, branch visits, and call center volumes with our robust offerings that empower users with what they need, when they need it, from the palm of their hands.

Money transfers
Money transfers

Provide quick and easy ways for users to transfer money with family, friends, and organizations. Enable options that matter most to them:

  • Internal transfers
  • External transfers
  • User-to-user transfers
  • P2P payments
  • Donations
Payments
Payments

Provide versatile options for users to quickly and easily make various types of payments:

  • Bill pay
  • Buy now pay later
  • Credit card payments
  • Mortgage payments
  • Loan payments via debit card
Remote deposit capture
RDC

Enable users to deposit single or multiple checks quickly and easily from their devices.

Instant account verification
Instant account verification

Enable users to authenticate external accounts instantly and make transactions immediately, helping you improve fraud detection and enhance the user experience.

Woman at board table

Client experience

Building for tomorrow’s expectations

As digital experiences and user expectations evolve, we partner with our clients to develop what’s next. From gaining insights from interactions to listening to client feedback to applying learnings across our platform, our approach is based on continuous improvement and partnership—keeping our clients at the forefront of change.

Contact our team of experts to see how we can help you exceed your growth goals and increase efficiency.