Whether it is basic banking, cash management, trade & export financial transactions, data management or comprehensive asset management requests: with the proven and comprehensive products from CREALOGIX, you will get all the services for your financial transactions – with local expertise and global reach.
Payments are at the heart of every virtual bank branch. In this process two factors require special consideration: the scope of the services and their ease of use. The comprehensive offering from CREALOGIX covers all functions demanded by private and corporate customers.
It provides a platform with a broad functional scope. It provides support when giving advice and facilitates sales processes. The emphasis is on portfolio advice and management, financial planning and cross-channel customer relationship management.
Overviews of assets are quickly displayed, wealth analyses are produced vividly, transactions are processed and account statements are prepared. It is up to the customers, whether the figures are displayed as meaningful graphics or as a summarised report.
Whether by tablet, PC or smartphone: customer advisers are always ready, for example, to intervene in a portfolio analysis that the investor is currently involved in. They can track the customer, simulate various scenarios together on the screen or provide additional information.
A powerful tool for external asset managers
The tool is an efficient aide because of the convenient, multi-customer view, intelligent search functions and the option of grouping portfolios by nature or type. It is precisely these three attributes, which are a feature of CREALOGIX’s external asset management solution. It consists of various management and control tools, which are easy to use and offer extensive options. As an integral component of the Digital Banking Hub from CREALOGIX, it also protects users and the bank from data loss and unauthorised access.
Are you looking for an ideal and secure solution for payment transactions and for efficient cash management? The multi-banking capability of our product gives you complete electronic communication with a range of financial institutions.
Make payments directly within the system or transfer them from a third-party system – all without problems. Monitor and sign-off the payments and authorise them securely, even when you are on the move – using authorisation rules you define yourself. A desirable, scalable solution, with which you have control over your firm’s liquidity at any time and anywhere.