Customer Portal
Our brandable customer portal serves as a powerful tool for data collection from diverse sources. It facilitates easy data display through visualization tools offering insights at a glance.
The portal also educates customers with business insights thereby encouraging good financial behaviors and stimulating awareness of product offerings for cross-selling opportunities. All while reinforcing your brand’s identity and values.
Unique Portal Views
There are two different views for the portal, both can be customized independently. Your view, seen through your portfolio, lets you view your customer’s data with metrics and charts that are relevant to you. Your customer’s view, their own portal, can be customized with metrics and charts that are relevant to them.
Data Collection
The portal is adept at data collection. It allows you to effortlessly aggregate data from various sources, providing a holistic view of your customers’ financial behaviors and patterns.
This includes not just transactional information, but also interactions with different financial products and services, culminating in a comprehensive understanding of your customers’ needs and preferences.
Data Display
The portal presents the collected data in an easy-to-understand and visual format. This includes statistical graphs, charts, and other data visualization tools that make it easier for both you and your customers to understand their financial behaviors and transactions at a glance.
These visualizations can be customized to fit your brand aesthetics, ensuring a consistent user experience.
Customer Portal Administration
The administration portal serves as the control center for defining and configuring all aspects of the customer experience — from content and emails to forms and workflows.
The administration portal puts you in the driver’s seat, giving you full control over the content, emails, forms, and workflows your customers encounter, thereby ensuring a tailored and efficient customer journey.
Managing Content
Creating, editing, and managing content is straightforward with our administration portal. You can easily curate what your customers see when they log into their portal. A user-friendly editor allows you to design and update pages, while a rich content library offers a wide range of templates to get you started. You can tailor your content to different customer segments, ensuring a personalized experience for each user.
Configuring Emails
The portal also provides comprehensive email management tools. You can configure email templates for a variety of scenarios, such as welcome emails for new users, notifications for updates or changes, and responses to customer inquiries. Each template can be customized with your branding and specific messaging, and you can even set trigger conditions for automatic sending.
Creating and Editing Forms
For data collection and customer interaction, the administration portal allows you to create, customize, and manage forms. Whether you need a simple contact form, a detailed survey, or a complex application form, our portal makes it easy.
You can add a variety of field types, set form rules, and configure submission actions. Plus, all your forms can be styled to match your company’s branding.
Defining Workflows
Lastly, the administration portal simplifies workflow management. You can define and automate a sequence of tasks based on different triggering events like form submissions, status changes, or time-based events.
This automation ensures consistent customer experiences and helps streamline your operations.