Change Product
Deposits | Deposit Maintenance

Changing product is the process of switching from one type of deposits product to another within same product group offered by the bank or financial institution that may involve additional fees and charges.

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