Savings Management Simplified

Empower your clients with flexible and rewarding savings programs, tailored to their financial goals. Manage, configure, and monitor plans and presets with ease in the B2CORE Savings Management.

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Savings Presets & Plans: Overview

Savings Presets

Design and manage the foundational settings for savings programs.

Presets define program parameters such as interest rates, penalties, and payment schedules.

Inactive presets ensure discontinued programs remain archived but accessible for reference.

Savings Plans

Monitor active client savings plans with comprehensive data tracking.

View critical details like client wallet numbers, investment amounts, and earned interest.

Access information on active, scheduled, and cancelled payments.

Key Features of Savings Programs

Fixed Strategy

Offer clients a fixed interest rate for a defined holding period.

Issue periodic interest payments and a full principal refund at the term’s end.

Fixed Strategy

Offer clients a fixed interest rate for a defined holding period.

Issue periodic interest payments and a full principal refund at the term’s end.

Flexible Strategy

Provide clients with tiered interest rates based on invested amounts.

Offer monthly distribution and set limits for early withdrawals.

Flexible Strategy

Provide clients with tiered interest rates based on invested amounts.

Offer monthly distribution and set limits for early withdrawals.

Dynamic Program Settings

Admission Fees

Set entry costs for program participation.

Penalty Configurations

Define restrictions for early withdrawals.

Payment Periods

Set monthly intervals for interest payouts.

Advanced Features for Presets

Fixed Presets

Plan Length: Set investment durations in 30-day increments.

Interest Rates: Specify fixed percentages for earned interest.

Cancellation Penalties: Ensure program integrity with deterrent fees for early withdrawals.

Fixed Presets

Plan Length: Set investment durations in 30-day increments.

Interest Rates: Specify fixed percentages for earned interest.

Cancellation Penalties: Ensure program integrity with deterrent fees for early withdrawals.

Flexible Presets

Tiered Rates: Assign floating interest rates based on investment thresholds.

Penalty Periods: Define minimum holding durations to avoid withdrawal fees.

Redeem Penalties: Ensure a fair refund process for early withdrawals.

Flexible Presets

Tiered Rates: Assign floating interest rates based on investment thresholds.

Penalty Periods: Define minimum holding durations to avoid withdrawal fees.

Redeem Penalties: Ensure a fair refund process for early withdrawals.

Seamless Client Management

Client Transparency

View and manage individual savings plans in a detailed dashboard.

Access payment history, upcoming schedules, and program terms.

Client Transparency

View and manage individual savings plans in a detailed dashboard.

Access payment history, upcoming schedules, and program terms.

Detailed Payment Tracking

Track upcoming interest payouts for Fixed savings strategies.

Monitor processed payments on all plans more accurately.

Detailed Payment Tracking

Track upcoming interest payouts for Fixed savings strategies.

Monitor processed payments on all plans more accurately.

Automated Adjustments

Create interest tiers and set distinct rules and conditions.

Modify tier settings and updates to active plans with ease.

Automated Adjustments

Create interest tiers and set distinct rules and conditions.

Modify tier settings and updates to active plans with ease.

Why Choose B2CORE for Savings Management?

Scalability

Manage multiple savings programs effortlessly.

Customisation

Tailor programs to meet diverse client needs.

Transparency

Provide clients with clear and detailed program insights.

Security

Protect investments with a robust compliance and penalty system.

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Frequently Asked Questions

Find answers to the most common questions about our products and services.

What is a Forex CRM?

A CRM (Customer Relationship Management) software stores all client activities, details, and information, as well as business aspects like requests, settlements, and wallet management. It is the heart of a brokerage firm and a vital tool to monitor and manage user and platform interactions in one comprehensive interface.

How Does a Forex CRM Work?

What Type of CRM Do Forex Companies Use?

Why Do Companies Need a Forex CRM?

How to Choose the Right CRM for Financial Services

How Does a Forex CRM Work with Emails?

What is a Forex CRM?

How Does a Forex CRM Work?

What Type of CRM Do Forex Companies Use?

Why Do Companies Need a Forex CRM?

How to Choose the Right CRM for Financial Services

How Does a Forex CRM Work with Emails?

What is a Forex CRM?

How Does a Forex CRM Work?

What Type of CRM Do Forex Companies Use?

Why Do Companies Need a Forex CRM?

How to Choose the Right CRM for Financial Services

How Does a Forex CRM Work with Emails?

Revolutionise Your Savings Programs Today

Try B2CORE Demo and discover seamless savings management with flexible, client-focused solutions.

Request a Demo

Revolutionise Your Savings Programs Today

Try B2CORE Demo and discover seamless savings management with flexible, client-focused solutions.

Request a Demo

B2CORE

All-in-one CRM that caters to your growing business needs.

B2CORE

Website developed by wsa.design

B2CORE

All-in-one CRM that caters to your growing business needs.

B2CORE

Website developed by wsa.design

B2CORE

All-in-one CRM that caters to your growing business needs.

B2CORE

Website developed by wsa.design