Customer Management

Keep track of all interactions with your customers and allow your agents to instantly access historical activity.

Loan Management

Keep track of all interactions with your customers and allow your agents to instantly access historical activity.

Accounting Management

The process of recording, organizing, and analyzing a company’s financial activities to support decision-making and ensure accuracy.

Cash Management

The process of handling a company’s cash flow to ensure there is enough money to meet daily expenses and obligations.

Fixed Asset Management

The process of tracking and maintaining a company’s long-term assets like buildings, equipment, and vehicles to ensure proper use and accurate financial reporting.

Risk Management

The process of identifying, assessing, and minimizing potential losses or threats that could affect a business.

Collateral Management

Immediate availability of customer collateral records for loan evaluation

Credit Bureau Integration

Enables client enquiry reports directly through the Credit Bureau System, with one-click data upload and extraction. Integration requires an active API connection with the Credit Bureau, which the client must arrange.

Document Template for Print Out

Provides clients with access to printable document templates loan contracts, receipts, and other standard forms directly from the system.

Saving Module

Support fixed period and non-period Saving Account Passbook types.

Fixed Deposit Module

User definable Fixed Deposit Types, support Fixed Deposit Auto Rollover, Auto Interest Accrued and Withholding tax on interest applies.

Current Accounting Module

Support Individual and Company accounts, support Cheque issuing and maintenance, support Cheque Encashment.

Foreign Exchange Module

User definable Currency exchange rates against base currency for both buying and selling.

Cash in Vault

Maintaining Cash in vault operation, issuing cash to Teller and return back to cash in vault using Online message by system.

Remittance Module

Support CITAD format Import / Export, support payment by Cash, Customer Account, Nostro and Connection Account.