Management PortalAccount Management
Our granular dashboards give your customer agents a rich view of customer behaviour and activity for both retail and business accounts, across all owned and accessible products.
Account ManagementKnow your customers better than ever
Engine gives your employees instant access to transactions, payments, savings and loan activity, and clearly displays customer journeys for easy monitoring and issue resolution.
Ensure security and compliance by capturing identity documentation and a selfie video to verify a customer’s identity before allowing them to open a retail account. For business customers, easily capture public information and documentary evidence.
Give your employees visibility over extensive customer information to enable smooth servicing. Employees can view and update: personal information; linked accounts and activity; consents and preferences; devices and related accounts and customer communication history.
Understand business customers with an extensive view of all businesses and their linked accounts showing information. Seamlessly access basic business details, business account activity, linked business owners, and more.
Keep your customers secure by managing linked devices, adding second-level authentication and adding manual review steps for suspicious login attempts. Management Portal also supports returning customer and reset processes, leveraging the original onboarding decision and documentation to keep accounts secure.
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Configure, launch, and manage your account and card products rapidly