‘White Label’ Digital GIC Platform:
Your personal brand and logo integrated on the digital interface, with your logo/branding on all communication with clients (ex. Account statements)
‘Digital Interface’:
Online client account opening and account management.
‘Full integration capabilities’:
Full customer relationship management capabilities, with integrated back office system.
‘EFT (no cheques)’:
For GIC purchases, maturity and interest.
‘Portfolio Construction Tools’:
(to optimize yield and insurance coverage)
‘Data Import/Export’:
Powerful data management tools to import/export data to major third party applications.
‘Multiple Account Types’:
Non Registered: Individual, Joint, Corporate, Condo, Trust, Charities,
Registered: Individual/Spousal -RRSP, TFSA, RIF
‘Simple Client Account Opening’:
Onboard and create client accounts with ease. Simple to input and import client data. Digital PDF and signatures to make onboarding an enjoyable experience.
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‘Operational Efficiency’:
Integrated Lean Process Flow Management of GIC orders – Dashboard provides order status visibility to GIC Order Status Processing/Tracking, Funding, Maturity, Interest payment etc.
‘AML Compliance’:
Compliance with FINTRAC Identification process options. Configurable to organization’s Compliance Policy.
Data history to examine GIC purchase behaviour.
‘Electronic Funding’:
Integrated EFT/ACH purchase of GICs to all major Canadian clearing Banks, Trusts, Credit Unions
‘Real Time Rate Board’:
Configurable algorithm rate board to tailor inflow funding to match funding requirements. (Patent Pending)
GIC history, analytics available for strategy decisions
‘Data Management/Integration’:
Import/Export GIC order file to banking system via secure, encrypted file. Multiple options available.
‘Configurable Product Offering’:
Decide what GIC products you want to offer, rates, payment options, account types etc.
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What our partners say
CashiQ provides easy to learn application training and tools to get you started right away.William Gale
Company X from CaliforniaWilliam Gale
SpaceX, CEO & FounderWilliam Gale
CASHiQ Inc., Software Developer