Portfolio+ retail banking software accelerates adoption of digital tools for omnichannel banking. Our digital solutions deliver a seamless experience across the customer journey – from exploring products / services, executing transactions, and planning investments to managing wealth. Omnichannel banking engages the millennial generation with online services while introducing branch-banking customers to mobile and Internet banking.
Our cloud-agnostic platform simplifies onboarding of new customers, including family accounts. It captures and stores documents for onboarding in digital formats, and facilitates cross- and upselling of financial products. In addition, it enables account holders to pay bills, apply for loans, deposit / withdraw cash, and transfer funds.
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