Portfolio+ Retail Banking

In retail banking, the customer experience is as important as the range of financial services on offer. You need to engage with customers across touch points while providing a seamless experience. Most important, you need to be an integral part of the digital lifestyle of millennials by serving them on their preferred device and channel. Portfolio + retail banking software helps you become the preferred financial institution of customers across generations. It drives a digital transformation of transaction processes while simplifying the digital customer journey. Our omnichannel banking platform grows the customer base by customizing services and fee structures for digital as well as physical channels. Moreover, our unified digital framework delivers a consistent customer experience across channels. FEATURES Diverse retail accounts: Portfolio + retail banking software supports diverse types of accounts, including chequing, savings and lines of credit with flexible fee structures and tiered interest rates. It allows banks to create joint accounts and offer overdraft and line of credit facilities to customers. Comprehensive platform: Our secure interfaces for web banking, bank teller, ATM, point-of-sale, and phone banking ensure a reliable omnichannel experience. Besides, we integrate the core banking and accounting system with online and offline channels to facilitate bespoke products and services.