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Omnichannel Banking Services

Unlock banking modernization

Get access to microservices that fuel advanced, real-time daily banking journeys and truly innovative customer experiences, all while offloading your systems of record and complementing with innovative capabilities.

EBP Platform Capabilities Omnichannel Banking Services

Modernizing, without breaking the bank

Core banking systems were never designed to fuel your digital channels, let alone keep up with today’s pace of innovation. Our Omnichannel Banking Services changes that by creating a flexible framework that allows you to gradually shift capabilities away from your outdated systems. The result? You can leverage your core for what it’s truly meant for, while delivering quick, meaningful value through a robust, modern platform.

Payments made easy

Orchestrate simplified money movement

Offer a unified payments experience with reduced risk in transfers to your customers. Our Digital Banking capabilities enable you to orchestrate all payment and transfer types, from internal to external, intrabank to person-to-person payments, and more. Additionally, our intuitive self-service functionalities reduce the reliance on your branches and call centers so you can focus on your customers’ most essential needs.

Payment setup

Product summary

The right insights, all in one place

Eliminate the need for your customers to toggle between banking apps by offering a unified product overview. That means all your customer accounts and transactions across different financial institutions and core systems will be conveniently grouped in one single overview, allowing your bank to offer meaningful financial insights at a glance.

Product summary

Cards management at your fingertips

Maximized self-service for higher customer satisfaction

Reduce reliance on your branches and call centers by equipping your customers with powerful self-service capabilities. Allow in-app general card management, such as locking and unlocking, plus PIN requests/resets, as well as managing spending limits, travel notices, authorized users, and more.

Card management

Simplified wallet provisioning

Eliminate lengthy, multi-step card tokenization processes

Allow your customers to add payment cards (debit, credit, pre-paid) to digital wallets (Apple Pay and Google Pay) directly from their banking app. Make purchasing convenient by allowing payment cards — both virtual and plastic — to be directly and instantly added from your banking apps to their digital wallets.

Simplified wallet provisioning

Pockets

Accelerate financial wellbeing with saving goals

Improve the financial wellbeing of your customers by helping them achieve their savings goals. Our intuitive Pockets leverage customer data and AI to make recommendations within the app, thereby empowering them to create and achieve their saving goals.

Pockets

Robo Advisory

Algorithm-based financial advice

Use robo-advisory to automatically offer compliant and personalized investment strategies to your customers. Combine technology and financial expertise to offer personalized financial and investment recommendations.

Robo advisory

Trading

Enable buying and selling anywhere, anytime

Empower your customers with versatile trading capabilities. Initiate self-guided investment journeys and offer a first-class modern trading experience. And what’s more? Our always accessible overview shows customers their assets in real-time, all within the safety of the banking app they already know. That includes performance monitoring for stocks, available in real-time.

Trading

Portfolio management

Full portfolio control and transparency

Put the power of full portfolio management and transparency in your customers’ hands. Provide an extensive view that includes instrument positions, allocations, cumulative performance, valuation, and variation. You can even allow your customers to view a list of transactions in their portfolio, search for specific transactions, or simply filter via a set of parameters.

Wealth Portfolio Management

Personal finance management

Get a 360° view of financial data and financial wellness

Connect siloed data systems to provide contextualized and enriched transaction information. Enable your customers to gain insights on their spending habits through data analytics dashboards. Improve the overall financial wellbeing of your customers while reducing the volume of calls to your helpdesk.

Personal finance management

Business finance management

Help your customers make smart decisions with financial forecasts

Give businesses the tools they need to succeed. Offer real-time insights on cash flow data, enabling end-users to improve their financial health and the performance of their small-and-medium-sized enterprises (SME) — all while increasing your acceptance rate for credit and loan applications.

Cash flow

Savings plan

Boost customer savings with smart investments

Help your customers go from savers to investors. Now, you’ll be able to effectively target digital natives that are new to investing with a winning formula that’s proven successful across banks and products. You’ll help them build confidence by educating, simplifying, and highlighting the benefits of investing — while minimizing distractions and lowering entry barriers — giving them a seamless start to their investment journey.

Projection

Positive pay

Prevent check fraud at scale

Help your business proactively safeguard themselves against unauthorized check transactions. They’ll be able to improve the accuracy of their checks and minimize errors by verifying details against issued records — simplifying the banking reconciliation process. Your SME customers will feel safe and in control with our Automated Clearing House (ACH) and check fraud. And for larger corporates, you’ll be able to equip your financial managers with our fast, intuitive, intelligent anti-fraud tool, boosting their efficiency without compromising security.

Manage exceptions
Overview

Capabilities

Accounts

Allow your customers to aggregate accounts from different core systems in a unified and consolidated way. Our microservices enable the aggregation of financial data from varied sources such as bank accounts and credit cards, empowering your end-users to take control of their finances.

Transactions

Improve your customers’ personal finance management (PFM) by turning your transactions into a powerhouse of insights. Provide full control over transactions while enriching them with real-time contextualized data. Empower your customers with insights on spending habits, allowing them to improve their overall financial wellbeing. And all the while, your helpdesk agents will have the power to efficiently service them whenever they need assistance.

Payments

Make money movements like purchasing, transferring, and payments convenient for your customers. From frictionless peer-to-peer transfers, account-to-account transfers, and bill payments, you’ll allow your customers to send money quickly and securely. Cater to any payment process, whether it’s configured by you or even by your customers.

Contacts

Give your customers the freedom to take multiple actions on contacts associated with their accounts. From creating, editing, or deleting contacts to advanced searches, initiating payments, and more, you’ll be able to offer powerful capabilities through a unified overview of all contacts. The services are pre-integrated to automatically trigger approval processes when new contacts are added or edited.

Financial insights

Powerful data processing and analytics allow you to offer financial insights to your customers. Provide income expense analyzers for income and spending analysis, budgets, pockets, turnovers, and more. Each service is built on an individual persistence layer, allowing quick calculations and processes while offloading the core banking system.

Batches

Allow your business users to create and send multiple payments in one go, instead of individually. Give the power back to your customers so they can stay in control of all batches and related payments with a unified and actionable overview.

Remote deposit capture

Accelerate your check clearance rates by digitizing end-to-end check depositing, allowing consumers and businesses to digitally deposit physical checks via the banking app — anywhere, anytime. Streamline your entire physical check-deposit process to enhance the digital banking experience, enabling you to increase digital adoption while reducing financial fraud and lowering processing and servicing costs.

Portfolio management

Give your customers the ability to view their aggregated wealth and individual investment portfolios on demand. Our platform provides an extensive view on portfolio instrument positions, allocations, cumulative performance, valuation, and variation. That way, your customers can view the list of transactions in a portfolio, as well as search for a required transaction and filter them by a set of parameters.

Cash flow forecasting

Provide real-time insights on cash flow data to your business banking customers, enabling them to improve their financial health and the performance of their small-and-medium-sized enterprises (SMEs). And while you do it, you’ll increase the acceptance rate for your credit and loan applications. Aggregate all available accounting data within your business banking transactions — such as payables, receivables, bills, and invoices — to create dynamic dashboards.

Robo Advisory

Empower your customers to embark on their investment journey. Create digital investing products starting from a basic robo-advisory solution to theme-oriented investment portfolios such as ESG or sector-specific investments. Our platform offers a comprehensive, fully automated tool that simplifies the investment process while ensuring optimal portfolio customization.

Trading

Enable your users to actively participate and execute trades in the financial market by offering access to a broad spectrum of financial instruments, including stocks, mutual funds, and bonds. The capability gives customers the tools they need to make informed trading decisions through user-friendly features and advanced capabilities like price alerts or watch lists.

Customer Experience Services

Leverage your customer data to deliver personalized digital banking experiences, at scale.

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Intelligence Services

Adopt Artificial Intelligence and Machine Learning (AI/ML) to reduce manual processing, friction, and cost.

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Fintech Integrations

Enrich your customer experience by adding cutting-edge experiences to your apps.

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