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Self-Service Portal

Advice, Sales and Service for Web and smartphones

Self-Service for Individuals

Allows retail customers to view accounts and statements, perform payments and transactions, purchase financial products and enter service requests

Self-Service for Businesses

Allows different users within companies that are clients of a financial institution to view accounts and statements, perform payments and transactions (with the appropriate approval flows) and enter service requests.

Self-Service Wealth Management

Allows customers to view and monitor their portfolio, navigate a catalogue of products and securities, perform transactions and access self-help advice tools.
For more information, contact the Finantix team