Account Information
Account | Enquiries

Account information refers to the details and data associated with a financial account, such as a bank account, credit card account, or loan account. It includes information such as account holders details, account information, transaction activity, balances and so on.

Create and Manage Customer
Customer Management | Creation

Creating customer profile within the bank's customer database or CRM system enables the banks to target specific customer segments with personalized messages and offers.

  • Create a customer with the information such as customer contact information, residence details, legal document details, occupation details and relationship details, etc provided by the user. It allows to create a customer with system generated id.

  • Create a customer relationship for a customer with details such as type of relationship, party information, related as, owning details, role & purpose of relationship

  • Update customer details with the information such as customer contact information, residence details, legal document details, occupation details and relationship details, etc provided by the user

  • Update customer relationship for a customer with details such as type of relationship, party information, related as, owning details, role & purpose of relationship

  • Retrieves the customer details such as customer contact information, residence details, legal document details, occupation details and relationship details for the specific customer

  • Retrieves customer relationship details such as type of relationship, party information, related as, owning details, role & purpose of relationship for specific party or customer