Don't Lose Interest* !!
Are you happy with your bank rates on your bank deposits?
​
Do you think there are better options but it takes too much time and effort?
​
What is stopping you from optimizing your cash?
Modern, innovative Non-Brokered SaaS/PaaS platform.
Automated bank benchmarking with Multi-Bank, Multi-Currency price discovery on cash rates with embedded compliance and reporting
Don't accept sub optimal rates on YOUR bank deposits. Higher interest income from liquid assets
​
Workflow automation
Evidence of best interest
Optional Non-Brokered portal for clients
​
Opportunity for consolidation of entities for pooling
Group wide deposit portal
Suitable for Federal, State and Local Government and State Bodies
Automated Bank rate comparison and Optimization platform
Deposit Platform with embedded risk management, governance and compliance that makes it easy to automatically benchmark deposit rates from your banking relationships, place, manage and report on your bank deposits (Time, Certificate of Deposits, Fixed, Term, Call and Savings accounts), saving you time and helping you get the most out of Enterprise cash funds.
​​
Traditional Manual Approach
Research / Compare Bank Options
Execute Transaction –
Call / Email Bank
Update Spreadsheets & Calendar Reminders
Monitor and Action Maturities
Report preparation
Automated with
Multi-Bank Price Discovery
Automated workflow on quotes
Interest and analytics
Maturity Management &
Limit Management
Centralized Reporting and Dashboards
Benefits
Multiple quotes
Price tension
Visibility
Own relationship managers
Bank limits
Best Rates
Workflow / Compliance
1- Click efficiency
Resource time saved
Automated reminders and notifications
PwC due diligence
Efficient
Trusted
Full audit trail
Bank ratings
Interest calculations
Management dashboards
Azure secure hosting
No access to your Account or Funds
No hidden commission