Branch Transformation

A complete branch automation system that combines teller services, cash management and banking transactions functionalities with innovative digital features for customer welcoming, queue management, meeting planner, KYC and onboarding, products origination, multi-channel synchronisation and core banking integration.

Key functionalities

  • Management of branch organization and roles, tellers and cash-boxes
  • Cash management
  • Account balance and transactions
  • Deposits and withdrawals
  • Cheque management
  • Onboarding and KYC management
  • Account opening/closing
  • Credit/Debit card management
  • Term deposits
  • Foreign exchange
  • Statements
  • Journaling and auditing
  • Web customer service features: meeting request, currency reservation, digital documents upload, product origination tracking, remote KYC and customer recognition
  • Teller to Seller sales hints management
  • Card, check reader/printer, passbook printer device management
  • Integration with certified e-signature systems and devices
  • Integration with queue management systems
  • Synchronisation with welcoming and meeter greater Finantix app
  • Ready to deploy interface to major core banking systems

Other solutions compatible with Branch Transformation:

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