‘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)
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)
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.
Integrated Lean Process Flow Management of GIC orders – Dashboard provides order status visibility to GIC Order Status Processing/Tracking, Funding, Maturity, Interest payment etc.
Compliance with FINTRAC Identification process options. Configurable to organization’s Compliance Policy.
Data history to examine GIC purchase behaviour.
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
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.
What our partners sayCashiQ provides easy to learn application training and tools to get you started right away.
William GaleCompany X from California
William GaleSpaceX, CEO & Founder
William GaleCASHiQ Inc., Software Developer