Overview

Management Portal

Maximise your efficiency with Engine’s all-in-one solution

Equip your teams with all the information required to enable a seamless customer experience, and provide an experience engineered to support and delight them, too. Our built-in digital operating model enables radically different ways of working, transforming how you run your bank. Improve your efficiency, lower your cost-to-serve, and foster long-term growth.

Your day-to-day operations
Insightful dashboards for management
Product configuration capability
In-house card processor
Management Portal

A single pane of glass

Management Portal empowers employees with a full 360° view of the customer, both for individuals and businesses. Maximise your efficiency with Engine’s all-in-one solution.

Designed by bankers, for bankers, Management Portal is an intuitive, browser-based interface used to run, operate and configure your entire bank. All bank operations take place in our employee interface, from onboarding and customer support to financial crime and product configuration.

Management Portal comes with pre-built workflows and processes honed over many years as the power behind Starling, the leading UK digital bank.

Management Portal

Unlock unprecedented operational benefits

Management Portal’s breadth spans the majority of capabilities required to manage the customer lifecycle, including:

Onboarding workflows
Product configuration
Card management
In-house card processor
AML investigations and case management
Customer contact centre
Lending product management
Decisioning rulesets
Operational MI Dashboards
Roles and permissions
Audit logs
Management Portal

Management Portal supports three buckets of activity:

Functionality to run multiple operational domains across the bank. This includes integrated workflows, case management and alerting as well as your 360° view of your customers - all managed by role-based access controls.

MI and dashboards to support leaders and their teams, helping them manage caseloads and support decision making across a broad number of areas.

Configuration of settings and parameters within the Engine platform can be done using pre-built, easy-to-use screens within Management Portal. These involve no code changes and allow for easy adaptation and tailoring of the platform to your needs.

Management Portal

Explore Management Portal:

Bank and Product Management

Configure, launch, and manage your account and card products rapidly

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Account Management

Know your customers better than ever

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Contact Centre

Supporting your customers when they need it

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Cards and Payments Management

Seamless financial operations, all in one place

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Dashboards and Workflows

Empower your entire organisation with real-time insights

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Data

Unlock the strategic value of your most critical asset

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